Justin Garrison
Justin Garrison is a registered investment advisor at Asset Protection Wealth Management LLC, based in Little Rock, AR, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
APWM does not directly manage investments. Instead, APWM refers clients to Gradient Investments, LLC (GI), a third-party money manager. GI offers various portfolios, including Strategic, Tactical, Allocation & Defined Outcome, Preservation, and Private Wealth portfolios. APWM receives a portion of the annual fee charged by GI. For example, on Strategic Portfolios, GI charges 1.00% and APWM receives 1.00%. The total fee ranges from 1.00% to 2.00% depending on the portfolio type. There is also a $15 quarterly service fee for technology and reporting.
Location
11300 North Rodney Parham Road, Suite 320, Little Rock, AR, 72212
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Regulatory History (1)
Customer Dispute
June 2008Other Business ActivitiesSells Insurance
Justin is the president of Asset Protection Group, LLC, an insurance services company, since 2005. He dedicates about half his time to insurance sales.
Employment History
Current Registrations
Asset Protection Wealth Management LLC
State Registrations4 states
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.