Kristin Garrett is a CFP-designated registered investment advisor at Financial Empowerment LLC, based in Burnsville, MN, with 8 years of industry experience. Kristin 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, Investment Management, and 2 more. Their firm serves 93 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.45% |
These fees are for Individual Portfolio Management. Model Portfolio Management fees are 0.40% of assets under management. Fees may be negotiable.
Fee Estimator
Location
11995 County Road 11, #130, Burnsville, MN, 55337
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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 →Employment History
Current Registrations
Financial Empowerment LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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