Philip Garrett
Philip Garrett is a registered investment advisor at Stratos Wealth Partners, LTD, based in Metairie, LA, with 24 years of industry experience. Philip 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 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
3223 8th Street Suite 203, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Criminal
January 1997Other Business ActivitiesSells Insurance
Philip is an agent with various carriers selling non-variable insurance, and is also involved with Stratos Wealth Partners, Ltd. He also has ownership in several real estate and business entities, including a restaurant, and spends minimal time on these ventures.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations7 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.