Jaimin Garabedian
Jaimin Garabedian is a registered investment advisor at Assurance Wealth Management, based in The Woodlands, TX, with 14 years of industry experience. Jaimin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
9400 Grogans Mill Rd, Suite 340, The Woodlands, TX, 77380
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
Jaimin is an insurance agent selling life, accident, health, and HMO insurance, dedicating about half of his time to this. He also owns Assurance Advisors LLC (a holding company) and Assurance Family Office, LLC, spending minimal time on the former and a few hours per week on the latter, advising on business risk reduction.
Employment History
Current Registrations
Assurance Wealth Management
Previous Registrations
Post Oak Private Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.