Jonathan Tran is a registered investment advisor at Garrison Point Capital, LLC, based in San Francisco, CA, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $340M 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 | 1.50% |
Fees are negotiable and may vary, but generally will be up to two percent (2%) of assets under management in the CMO Strategy and one and a half percent (1.5%) of assets under management in all other strategies.
Fee Estimator
Location
San Francisco, CA
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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
Garrison Point Capital, LLC
Previous Registrations
Garrison Point Funds, LLC
Garrison Point Funds, LLC
San Francisco Sentry Investment Group
S F Sentry Securities, INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Citigroup Global Markets 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.