Garrett Dinsmore is a registered investment advisor at The Caprock Group, LLC, based in Boise, ID, with 2 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 408 clients with $10B 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% |
Investment advisor fees are negotiable based on the requirements of the client and the complexity of services provided. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services.
Fee Estimator
Location
800 West Main Street, Suite 1150, Boise, ID, 83702
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 Activities
Garrett is a board member of the Seattle Alternative Investment Association (SAIA), a non-profit organization. He spends minimal time facilitating quarterly events by finding speakers and encouraging attendance.
Employment History
Current Registrations
The Caprock Group, LLC
State Registrations1 state
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