Marybeth Garry
Marybeth Garry is a registered investment advisor at Woodstock Wealth Management, INC., based in Springfield, NJ, with 41 years of industry experience. Marybeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M 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% |
The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.
Fee Estimator
Location
31 Littlebrook Rd, Springfield, NJ, 07081
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 →Employment History
Current Registrations
Woodstock Wealth Management, INC.
Previous Registrations
Woodstock Financial Group, INC.Broker
Capitol Securities Management, INC.Broker
The Concord Equity Group, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Atlantic Group Securities, INC.Broker
Rickel & Associates, INC.Broker
Halpert, Oberst and CompanyBroker
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
- Stephen Ng, ChFCOsaic Wealth, INC.
- Michael Scalera, ChFCState Farm Investment Management CORP.
- Bruce Rothbard, ChFCIntegrity Alliance, LLC
- Antonio Salcfas, CFPRBC Capital Markets, LLC