Garrett Tracht
Garrett Tracht is a registered investment advisor at Csenge Advisory Group, LLC, based in Canal Winchester, OH, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,312 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Csenge Advisory Group offers asset management programs where advisor representatives directly manage client portfolios. The maximum annual fee for this service is 2.35%. This fee covers advisory services and most brokerage commissions. Clients may also pay other charges such as custodial fees and internal fees charged by mutual funds or exchange-traded funds.
Location
Canal Winchester, OH
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 works as a Wealth Advisor for Impact Wealth, dedicating full-time hours to servicing and acquiring clients, financial planning, and product experience. He also works as an Investment Advisor Representative for Csenge Advisory Group, spending a few hours per week providing comprehensive wealth services.
Employment History
Current Registrations
Csenge Advisory Group, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLCBroker
Nationwide Investment Services CorporationBroker
State Registrations2 states
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.