John Garrard is a registered investment advisor at Optimum Financial Services, LLC, based in Jackson, MS, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 242 clients with $300M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Schedule shown is for client portfolios comprised of individual stocks, or portfolios that contain a portion of individual stocks and fixed income securities, mutual funds, and exchange-traded funds. Fees may be negotiable for accounts over $10,000,000. Other fee schedules apply based on portfolio composition. Accounts with $150,000 or less comprised of fixed income securities, mutual funds, and exchange-traded funds are charged an annual rate of 1.00%.
Fee Estimator
Location
1817 Crane Ridge Drive, Suite 200, Jackson, MS, 39216-4902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the Executive Vice President of Optimum Financial Services, Inc., a registered investment advisory firm, since 2007. This is a full-time commitment for John.
Employment History
Current Registrations
Optimum Financial Services, LLC
State Registrations2 states
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