Fernando Garip
Fernando Garip is a registered investment advisor at Clearbrook Investment Solutions LLC, based in New York, NY, with 19 years of industry experience. Fernando operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIS charges fees based on a percentage of the value of your portfolio and fixed fees. These fees are negotiated with each client individually. The fees depend on factors like the size of the account, the number of investment managers involved, the amount of work expected, and the length of the contract. Depending on the size of the account, fees can range from 0.10% to 1.00% per year. Flat fee pricing and account minimum fees may be used with some accounts.
Location
21 West 46th Street, Suite 1507, New York, NY, 10036
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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
Clearbrook Investment Solutions LLC
Previous Registrations
Clearbrook Investment Solutions LLC
M&t Securities, INC.Broker
TD Private Client Wealth LLCBroker
TD Wealth Management Services 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.