Garrett Naylor is a registered investment advisor at Soundhaven Capital Management, based in Hoboken, NJ, with 2 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 157 clients with $160M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Portfolio management fees are negotiable at the sole discretion of SoundHaven.
Fee Estimator
Location
Hoboken, NJ
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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
Soundhaven Capital Management
Previous Registrations
Foreside Fund Services, LLCBroker
State Registrations2 states
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