GC
CFP

Garrison Wells Campbell

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
457 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$613.5M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $100,000

Alpha Capital Management Group offers a wrap fee program with a maximum fee of 1.50%. Clients do not pay brokerage commissions, markups, or transaction charges in addition to the advisory fee. Annual fixed fees range from $500 to $100,000, depending on the level of engagement. Fees may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. The minimum initial account value is $250,000, but they may accept accounts for less than the minimum.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Loading...

Advisor Information

Office location

2705 S. Alma School Road, Suite 2, Chandler, AZ, 85286

Get directions
Regulatory 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 →
Other Business ActivitiesSells Insurance

Garrison is a managing member of GWC Capital, LLC, a pass-through entity for Alpha Capital Management Group income, requiring minimal time. He is also an insurance agent selling fixed life insurance products.

Employment History
Current Registrations
Alpha Capital Management Group LLC
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
LPL Financial LLC Broker
July 2015 - September 2018 · 3 yrs 2 mos
Gallacher Capital Management, LLC
July 2015 - July 2016 · 1 yr
Wells Fargo Advisors, LLC
May 2011 - July 2015 · 4 yrs 2 mos
Wells Fargo Advisors, LLC Broker
April 2011 - July 2015 · 4 yrs 3 mos
State Registrations2 states
AZCO
Advisor
Exams
No exam information available for this advisor.
Garrison Wells Campbell - Financial Advisor | AdvisorDiscover