Garrett Wayne is a registered investment advisor at Wayne Financial, based in North Bend, OH, with 6 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. The Flagship Strategy has higher fees than the Traditional Strategy. Traditional Strategy fees are: $1 - $1,000,000: 1.20%, $1,000,001 - $5,000,000: 0.90%, $5,000,001 - AND UP: 0.60%
Fee Estimator
Location
North Bend, OH
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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.
Learn about disclosures →Employment History
Current Registrations
Wayne Financial LLC
Previous Registrations
Randolph CO INC
State Registrations1 state
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