Garrett Waters is a registered investment advisor at Anchor Capital, based in Aliso Viejo, CA, with 17 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Anchor Capital typically does not charge a direct investment advisory fee, but if agreed upon, annual fees generally range from 0.35% to 0.75% depending on assets and services. Clients also pay indirect management and operating expenses for investments in affiliated mutual funds.
Fee Estimator
Location
15 Enterprise, Suite 450, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Employment History
Current Registrations
Anchor Capital
Previous Registrations
Anchor Capital
Anchor Capital
Orbach Waters Advisors, 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.
Exams
More Advisors
- Jerome Greene, CFPJg Wealth Management, LLC
- Daniel Amaradio, CFPSelect Money Management, INC.
- Solomon Stewart, CFAWealthspire Retirement Advisory
- Christopher Quigley, CFAMariner Independent
- Ryan Hamilton, CFAWealthspire Retirement Advisory
- Mitchell Fisher, CFPPacific Sun Financial CORP