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Caitlin Garner

Sc&h Wealth
21 Years of Experience
Hunt Valley, MD
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

Caitlin Garner is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 21 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 676 clients with $1.2B in assets under management.

Sc&h Wealth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
676 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.60%
$25.0M - $50.0M0.50%
$50M+0.25%

Schedule reflects SC&H Wealth Management rates. SC&H Core uses a separate fee schedule starting at 1.65% for accounts up to $50,000 with no minimum annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Caitlin's parent company, SC&H Group, Inc., is her employer and benefits provider, and she participates in company activities as needed. Caitlin is also a licensed insurance agent selling insurance products to clients as needed, and she is a distributor for Young Living Essential Oils, spending minimal time enrolling family and friends.

Employment History
Current Registrations
Sc&h Wealth
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Triad Advisors, INC.Broker
January 2014 - October 2017 · 3 yrs 9 mos
Strategic Advisers, INC.
April 2005 - December 2013 · 8 yrs 8 mos
Fidelity Brokerage Services LLCBroker
February 2005 - December 2013 · 8 yrs 10 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
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