JG
CFA · CFP
JG
CFA · CFP

John Garmhausen

16 Years of Experience
Crested Butte, CO

John Garmhausen is a CFA, CFP-designated registered investment advisor at First Look Capital Management, LLC, based in Crested Butte, CO, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 98 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
98 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$121.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K0.90%
$1M+0.60%

Fees may be aggregated for the same individual or family accounts for discounting purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Crested Butte, CO

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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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Employment History
Current Registrations
First Look Capital Management, LLC
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.
December 2008 - May 2014 · 5 yrs 5 mos
State Registrations3 states
COLATX
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.