David Garrett is a registered investment advisor at Garrett Capital Private Equity LLC, based in Kaysville, UT, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $260K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee of 1% or other negotiated amount of aggregate investor capital commitments. Qualified clients also pay a 20% performance fee over an 8% benchmark, subject to a high-water mark.
Fee Estimator
Location
Kaysville, UT
Get directionsHistory
Regulatory History
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 Activities
David is involved with Garrett Capital Management and Ensign Capital Management, Inc., the latter of which he has 100% ownership and serves as President. He also co-owns Dazzle Frozen Yogurt with his wife and provides part-time assistance, and owns TimerTrac.com, a web-based newsletter tracking market timers.
Employment History
Current Registrations
Garrett Capital Private Equity LLC
Garrett Capital Investment Management
Previous Registrations
Ensign Cpaital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Matthew Hoskins, CFPKinnect Advisor Group, L.L.C.
- Levi Port, CFPCwm, LLC
- Adam Wiltsey, ChFCState Farm Investment Management CORP.
- Eric Jacobsmeyer, CFP, PFSCain, Watters & Associates, LLC
- Lucas Allen, CFPPrivate Advisor Group, LLC
- Kevin Olsen, CFPStrategic Advisers LLC