Brandon Garrett is a CFP-designated registered investment advisor at Bentoak Capital, based in Weatherford, TX, with 15 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 798 clients with $970M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.
Fee Estimator
Contact
Brandon Garrett
Location
201 Ft. Worth Hwy., Weatherford, TX, 76086
Get directionsHistory
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 a registered representative with LPL Financial and an IAR with Garrett Wealth Advisory Group, dedicating nearly full-time hours to the latter. He also owns Double G Wagyu and serves on several non-profit boards, and is a licensed Texas insurance agent selling life insurance products, spending minimal time on this.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
More Advisors
- Hayden Hill, CFPBentoak Capital
- Marley Wood, CFPBentoak Capital
- David Garrett, CFPBentoak Capital
- James Sargent, CFPBentoak Capital
- Bryan Smith, CFALPL Financial LLC
- Jacy Guynes, ChFCState Farm Investment Management CORP.