Garrett Boone is a registered investment advisor at Fortifi Capital, LLC, based in Akron, OH, with 17 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 31 clients with $4.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Akron, OH
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Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Garrett owns GBTechLab LLC, a full-stack software engineering company, since 2018. He works on contract and freelance projects for about half his time, mostly outside of market hours.
Employment History
Current Registrations
Fortifi Capital, LLC
Previous Registrations
Edward Jones
State Registrations1 state
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.