Garrett Jenkins is a CFA-designated registered investment advisor at Hayden Harper Wealth Advisory, LLC, based in Charlotte, NC, with 1 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 78 clients with $170M 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 | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable. Additional fee structures apply for specific strategies and investments.
Fee Estimator
Location
828 East Boulevard, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hayden Harper Wealth Advisory, LLC
State Registrations1 state
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