Garrett Imeson is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Garrett operates Grounded Wealth Management and Imeson Wealth Partners as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also hosts a podcast called Grounded in Love, coaches baseball, and is an author, spending about a quarter of his time on the podcast and minimal time on writing.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 states
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