Garrett Gatch
Garrett Gatch is a registered investment advisor at Anacapa Financial, LLC, based in Ventura, CA, with 22 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 182 clients with $69M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000.01.
Fee Estimator
Location
1363 Donlon Street, #5, Ventura, CA, 93003
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2006Other Business ActivitiesSells Insurance
Garrett owns Concord & Lexington, Inc. and provides term life and long-term care policies, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Anacapa Financial, LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
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.