MH
CFP
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
52 vanderbilt ave, ste 403, New York, NY, 10017
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.
January 2013 - Present · 13 yrs
Andrew Garrett INC.
March 2006 - Present · 19 yrs 10 mos
Andrew Garrett INC. Broker
March 2006 - Present · 19 yrs 10 mos
Previous Registrations
Andrew Garrett, INC.
April 2007 - October 2012 · 5 yrs 6 mos
State Registrations13 states
ARCACTDCDEFLGAMANJNYOKPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.