Garrett Mancuso is a registered investment advisor at Measured Risk Portfolios, based in San Diego, CA, with 1 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, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 711 clients with $400M 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 $250K | 2.00% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.10% |
Fees are negotiable. For the Mutual Fund Strategy, the annual fee is 1.00% of the assets managed, but can be discounted to 0.20% at Measured Risk Portfolios' discretion.
Fee Estimator
Location
5230 Carroll Canyon Road, #224, San Diego, CA, 92121
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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
Measured Risk Portfolios
Previous Registrations
Prudential Investment Management Services LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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