Kurt Folcher is a registered investment advisor at Andrew Garrett, INC., based in Mt Laurel, NJ, with 35 years of industry experience. Kurt 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, Retirement Planning. Their firm serves 1,402 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Andrew Garrett, Inc. offers investment management services through various platforms like RBC, Schwab, and AssetMark. Fees are based on a percentage of your portfolio or a flat annual fee, and can be charged monthly or quarterly. The maximum annual fee is 2.80% of your portfolio's value, but this is negotiable. The minimum balance to open an account is $25,000 for the Advisor Program and varies from $10,000 to $250,000 for the RBC Unified Portfolio, depending on the investment style and manager chosen.
Location
Mt Laurel, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kurt is a shareholder in Big Blue Ventures LLC, a real estate company involved in property rentals and maintenance. He also does business as Princeton Financial DBA.
Employment History
Current Registrations
Andrew Garrett, INC.
Andrew Garrett INC.
Andrew Garrett INC.Broker
Previous Registrations
S.W. Bach & Company
S.W. Bach & CompanyBroker
Kirlin Securities INC.Broker
Kirlin Securities INC.Broker
Princeton Securities CorporationBroker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations17 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.