James Garr
James Garr is a registered investment advisor at Three Cord True Wealth Management, LLC, based in Beaver, PA, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 584 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Three Cord True Wealth Management (3CTWM) offers investment management through its 3CTWM II wrap fee program. Fees for this program range from 0.7% to 1.3% annually, based on the value of your account. For Manager Access Select clients, the fees include an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%. 3CTWM has the authority to negotiate fees.
Location
535 Third Street, Beaver, PA, 15009-2228
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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 ActivitiesSells Insurance
James sells non-variable insurance products, including life, pension plans, long-term care, disability, and health insurance, dedicating minimal time to this activity. He also provides investment advisory services through Three Cord True Wealth Management, LLC, spending nearly full-time hours on this.
Employment History
Current Registrations
Three Cord True Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 states
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