DT
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
2101 West Chesterfield Blvd, building c 102, Springfield, MO, 65807
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Andrew Garrett, INC.
February 2017 - Present · 8 yrs 11 mos
Andrew Garrett INC. Broker
June 1997 - Present · 28 yrs 7 mos
State Registrations19 states
ARCACOCTFLGAHIIAILKSKYLAMIMNMONCNMTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.