MM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M
Fee Structure
Minimum Investment:$25K
Financial Planning:Charged separately
Financial Plan Fee:$1,000 - $15,000
Hourly Rate:$100 - $400/hr
Fees are negotiable and can be based on assets under management or a flat annual fee. The maximum annual fee for the programs described in this brochure is 2.80% of the market value of the account, except for AssetMark Wealth Platforms, where the maximum annual fee is 2.00%. Financial planning fees range from $1,000 to $15,000 as a flat fee or $100 to $400 per hour.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information
Office location
Anderson, SC
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1998Final
Employment History
Current Registrations
Andrew Garrett, INC.
May 2007 - Present · 18 yrs 8 mos
Andrew Garrett INC.
October 2002 - Present · 23 yrs 3 mos
Andrew Garrett INC. Broker
October 2002 - Present · 23 yrs 3 mos
Previous Registrations
Investment Opportunity CorporationBroker
February 1996 - April 1996 · 2 mos
Southern Financial Group, INC.Broker
January 1995 - May 2002 · 7 yrs 4 mos
Brokers Exchange, INC.Broker
May 1986 - January 1995 · 8 yrs 8 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.