Gary Garland
Gary Garland is a CFP-designated registered investment advisor at Integrated Wealth Solutions, LLC, based in Manalapan, NJ, with 10 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 9 clients with $9M 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 $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
The firm charges a flat rate of the lowest fee on the entirety of the account for meeting the asset thresholds above. Fees may be negotiable.
Fee Estimator
Location
195 Route 9 South - Suite 204, Manalapan, NJ, 07726
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
Gary is an attorney running his own law practice concentrating in estate planning and elder law. He is also a licensed insurance agent in New Jersey and Florida.
Employment History
Current Registrations
Integrated Wealth Solutions, LLC
Previous Registrations
Integrated Wealth Solutions, LLC
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.