JG
CFP
JG
CFP

Jalen Garrett

5 Years of Experience
Detroit, MI

Jalen Garrett is a CFP-designated registered investment advisor at Rehmann Wealth, based in Detroit, MI, with 5 years of industry experience. Jalen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 2,549 clients with $5.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,549 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Individual advisors set their own fee schedules up to a maximum of 2.50% per year. Fees vary based on account size, complexity, and services provided, and may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1249 Griswold St., Suite 201, Detroit, MI, 48226

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jalen is a board of trustee member for Mountaintop International Word Ministry, a nonprofit organization, since June 2022. He volunteers a minimal amount of time assisting the church with financial decision-making.

Employment History
Current Registrations
Rehmann Wealth
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Sgh Wealth Management
October 2022 - October 2022 · 0 mos
Cig Asset Management, INC.
January 2022 - September 2022 · 8 mos
Lumin Financial, LLC
February 2021 - December 2021 · 10 mos
Mercer Global Advisors INC.
September 2018 - February 2019 · 5 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
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