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GARRETT INVESTMENT ADVISORY SERVICES, LLC
How does the advisor help clients – Key Takeaways:
Garrett Investment Advisory Services, LLC is a financial advisory firm with a team of experienced professionals who are dedicated to helping clients achieve their financial goals. They offer a wide range of services and expertise to assist individuals, families, and businesses in building and managing their wealth.
Facts and Insights
Garrett Investment Advisory Services, LLC was founded in 2005 and is headquartered in Dallas, Texas. As of June 2021, they have approximately $2.5 billion in assets under management and a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.5 Billion | 20 |
Financial Services Offered
Garrett Investment Advisory Services, LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and business succession planning. They work closely with clients to create personalized strategies that align with their unique financial goals and objectives.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, and businesses. Their team of advisors has expertise in working with clients from various industries and backgrounds, allowing them to tailor their services to meet the specific needs of each client.
Fees & Compensation
Garrett Investment Advisory Services, LLC follows a fee-only structure, which means they do not receive any commissions for recommending specific products or investments. This ensures that their advice is always in the best interest of their clients, without any conflicts of interest. Fees are based on a percentage of client assets under management, as well as a fixed fee for specific services.
Background
The firm’s founder and CEO, John Garrett, has over 30 years of experience in the financial services industry and is a certified financial planner (CFP). The team at Garrett Investment Advisory Services, LLC includes highly qualified advisors with diverse backgrounds and areas of expertise. They continuously stay updated on industry trends and changes, using their knowledge and experience to provide the highest level of service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Garrett Investment Advisory Services, LLC is held to a fiduciary standard, meaning they are legally and ethically obligated to act in their clients’ best interests. They have a clean disciplinary record, with no reported disclosures or sanctions.