How does THE GARRETT GROUP help clients – Key Takeaways:
The Garrett Group provides expert financial advice for clients looking to reach their financial goals. Their team of knowledgeable advisors offer personalized services and work closely with clients to create a financial plan tailored to their specific needs.
Facts and Insights
The Garrett Group was founded in 2005 and has since grown to become a leading financial advisory firm. They currently manage over $500 million in assets and have a team of 10 advisors dedicated to helping clients achieve financial success.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
The Garrett Group offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. They also provide advice on insurance and risk management to help clients protect their assets.
Client Types
The Garrett Group works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They also offer services for corporate and institutional clients.
Fees & Compensation
The Garrett Group operates on a fee-only basis, which means they do not earn commissions from selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, and they are transparent about all costs and fees involved.
Background
The Garrett Group was founded by John Garrett, a seasoned financial expert with over 25 years of experience in the industry. He is supported by a team of experienced advisors who bring a wealth of knowledge and expertise to the firm.
Financial Advisor Disclosures to Know
The Garrett Group is committed to transparency and fully discloses any potential conflicts of interest to clients. They also have a strict code of ethics and are a registered investment advisor with the Securities and Exchange Commission.