Ward Garner is a CFP-designated registered investment advisor at Bill Few Associates, INC., based in Sewickley, PA, with 33 years of industry experience. Ward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,904 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Location
2100 Georgetown Drive, Suite 600, Sewickley, PA, 15143
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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
Ward is an author who publishes and sells a book titled "How To Protect My Million" on Amazon and in person since 2016. This activity requires minimal time.
Employment History
Current Registrations
Bill Few Associates, INC.
Previous Registrations
Bill Few Securities, INC.Broker
Walnut Street Securities, INC.Broker
PNC Brokerage CORPBroker
Balis Lewittes & Coleman, INC.Broker
Balis & Zorn INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations1 state
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