Matthew Garrett
Matthew Garrett is a registered investment advisor at The Garrett Group, based in San Diego, CA, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TGG charges a percentage of your portfolio for investment management and wealth management services. The fees range from 0.25% to 1.00% of the value of your portfolio or net worth for the Family Office Model.
Location
10188 Telesis Court, Suite 130, San Diego, CA, 92121
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent with The Garrett Group, a managing member of San Elijo Partners LLC, and involved in property management and real estate acquisition with Mira Sorrento Properties. He also dedicates about 10-20% of his time to business consulting and provides investment advisory services through TGG Management Company, Inc.
Employment History
Current Registrations
The Garrett Group
Previous Registrations
The Garrett Group
NFP Securities, INC.
State Registrations1 state
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.