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Mark Maurer

Andrew Garrett, INC.
40 Years of Experience
Anderson, SC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mark Maurer is a registered investment advisor at Andrew Garrett, INC., based in Anderson, SC, with 40 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.

Andrew Garrett, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,122 clients
Average Client Portfolio
$465K average
Assets Under Management
$521.3M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.80%

Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Anderson, SC

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History

Regulatory History (1)
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Regulatory
February 1998
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Andrew Garrett, INC.
May 2007 - Present · 19 yrs 5 mos
Andrew Garrett INC.
October 2002 - Present · 24 yrs
Andrew Garrett INC.Broker
October 2002 - Present · 24 yrs
Previous Registrations
Investment Opportunity CorporationBroker
February 1996 - April 1996 · 2 mos
Southern Financial Group, INC.Broker
January 1995 - May 2002 · 7 yrs 4 mos
Brokers Exchange, INC.Broker
May 1986 - January 1995 · 8 yrs 8 mos
State Registrations23 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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