Anne Nornhold is a registered investment advisor at Garritt Financial Solutions LLC, based in Baltimore, MD, with 3 years of industry experience. Anne 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 159 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable. For accounts held at Betterment Securities, sub-advisory fees range from 0.12% to 0.20% in addition to GFS's fees.
Fee Estimator
Location
Baltimore, MD
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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 →Other Business Activities
Anne is the co-owner of Blossom Laboratories, dedicating minimal time to this activity.
Employment History
Current Registrations
Garritt Financial Solutions LLC
State Registrations1 state
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