Kelly Allman
Kelly Allman is a registered investment advisor at Garrett Capital Investment Management, based in Pleasant Grove, UT, with 10 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $5.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Garrett Capital charges a fee based on the value of your portfolio. The specific fee is negotiated and can range from 1% to 2% per year, depending on factors like account size and the complexity of your financial situation. If a third-party financial advisor refers you to Garrett Capital, they may also charge a separate fee.
Location
Pleasant Grove, UT
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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.
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Kelly works as an independent contractor for B&L Ventures Institute of Financial Education, teaching classes and individual clients. This investment-related activity takes about a quarter of her time.
Employment History
Current Registrations
Garrett Capital Investment Management
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Garrett Capital Investment Management
Fidelity Brokerage Services LLCBroker
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.