Brandon Garva
Brandon Garva is a registered investment advisor at Jrs Investments and Wealth Preservation, LLC, based in Fallbrook, CA, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $16M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are negotiable. For accounts under $25,000, fees are negotiable, but will not be greater than 2%.
Fee Estimator
Location
Fallbrook, 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 →Other Business ActivitiesSells Insurance
Brandon is the owner of Garva LLC dba Signature Series, providing mobile notary services, taking about half of his time. He is also co-owner of United by Bass, an LLC promoting live electronic music events, dedicating a few hours per week. Brandon is also an agent for Fixed Insurance, selling life, health, LTC, and annuities, dedicating a few hours per week, and owns rental real estate property.
Employment History
Current Registrations
Jrs Investments and Wealth Preservation, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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