Don Garman is a CFP-designated registered investment advisor at Mirador Capital Partners, based in Pleasanton, CA, with 32 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 641 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mirador Capital Partners charges a percentage of your portfolio for comprehensive portfolio management, not to exceed 2.00% annually. The exact fee is negotiable and detailed in your advisory agreement. Fees are billed quarterly in advance. Performance-based fees may be charged to certain qualified clients, up to 25% of net profits exceeding a 6% annualized return.
Location
6700 Koll Center Parkway, Suite 230, Pleasanton, CA, 94566
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
Don is a partner/member of Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP, venture funds, since 2015. This activity is investment-related and takes a few hours per week.
Employment History
Current Registrations
Mirador Capital Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sanctuary Securities LLCBroker
Sanctuary Wealth Advisors LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations2 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.