Courtney Garcia is a CFP-designated registered investment advisor at Payne Capital Management, LLC, based in New York, NY, with 9 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,030 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Payne Capital Management manages investments for an annual fee based on a percentage of the value of your portfolio. The fee ranges from 0.40% to 1.00% per year. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and how many meetings you need. Fees are calculated quarterly, in advance.
Location
231 W 29th Street, Suite 1002, New York, NY, 10001
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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.
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Courtney is a CNBC contributor, appearing on shows periodically to discuss financial market views and insights since 2021. This takes minimal time, approximately 1-8 hours per month.
Employment History
Current Registrations
Payne Capital Management, LLC
State Registrations1 state
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