GM
GM

Garrett Magedson

1 Year of Experience
Tempe, AZ

Garrett Magedson is a registered investment advisor at Eckman Wealth Management, LLC, based in Tempe, AZ, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 281 clients with $62M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
281 clients
Average Client Portfolio
$222K average
Assets Under Management
$62.3M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1M+1.15%

Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

History

Regulatory History
Clean regulatory record

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
Eckman Wealth Management, LLC
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.