Garet Tarvin is a registered investment advisor at Alpha Initiative, based in Palo Cedro, CA, with 6 years of industry experience. Garet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $6.2M 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 | 2.00% |
Fee Estimator
Location
10687 Swede Creek Road, Palo Cedro, CA, 96073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Garet is a member of WOT Properties LLC, a real estate investment company, dedicating minimal time to assessing acquisitions/liquidations, paying insurance premiums, and handling accounting. Garet also works as a Utility Analyst for the City of Redding's Public Electric Utility, spending about a quarter of their time on analytical work, counterparty risk management, and budgets.
Employment History
Current Registrations
Alpha Initiative
Previous Registrations
Wells Fargo Investments, LLC
State Registrations1 state
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