Jeffrey Garlatti
Jeffrey Garlatti is a registered investment advisor at Horace Mann Investors, INC., based in Cherry Hill, NJ, with 16 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.10% |
Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.
Fee Estimator
Location
51 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
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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 →Employment History
Current Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Horace Mann Investors, INC.
Bcg Securities, INC.Broker
Bcg Securities, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations51 states
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
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