Spencer Garrett
Spencer Garrett is a registered investment advisor at Chase Investment Counsel Corporation, based in Charlottesville, VA, with 9 years of industry experience. Spencer 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. Their firm serves 117 clients with $450M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable based on account size, complexity, and/or related accounts. Minimum fees or rates may be higher for non-discretionary accounts and for accounts with assets valued below their current minimum. Long-standing balanced accounts, where a client controls which stocks he or she wants to buy, hold or sell, may be billed at their fixed income rate. Should they choose to invest in their mutual fund for your separately managed account, they would waive their separate account investment management fee on that portion of your portfolio invested in the mutual fund.
Fee Estimator
Location
350 Old Ivy Way, Suite 100, Charlottesville, VA, 22903-4897
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 →Employment History
Current Registrations
Chase Investment Counsel Corporation
Previous Registrations
Longview Wealth Management
M. S. Howells & CO.Broker
Cambridge Investment Research, INC.Broker
Canal Capital Management, LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.