Garrett Phillips is a registered investment advisor at 3summit Investment Management, LLC, based in Vienna, VA, with 9 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 99 clients with $25M 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 | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
8245 Boone Blvd., Suite 590, Vienna, VA, 22182
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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 →Other Business Activities
Garrett is the founder and owner of Levinate, LLC, an accounting and management consulting firm, dedicating about 10-20% of his time. He is also a member and owner of 3Summit Funds, LLC, the general partner of a private fund, spending minimal time on this activity.
Employment History
Current Registrations
3summit Investment Management, LLC
Previous Registrations
Gordian Investments, LLCBroker
Levinate, LLC
Wakefield Advisors, LLC
Foreside Fund Services, LLCBroker
Alps Distributors, INC.Broker
State Registrations2 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.