Paul Garnett
Paul Garnett is a registered investment advisor at Garnett Investment Strategies, based in Beatrice, NE, with 49 years of industry experience. Paul 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 331 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 $500K | 1.50% |
| $500K - $1.0M | 1.44% |
| $1.0M - $2.0M | 1.32% |
| $2.0M - $3.5M | 1.20% |
| $3.5M - $5.0M | 1.08% |
| $5M+ | 0.80% |
Fees may be negotiable based on various reasons.
Fee Estimator
Location
2630 Eastside Blvd., Beatrice, NE, 68310
Get directionsHistory
Regulatory History (3)
Regulatory
December 2015Regulatory
October 2015Employment Separation After Allegations
July 2013Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including managing a family company, chicken and egg-layer facilities, and serving on advisory councils. He also acts as CEO and Managing Member for Security4Sports, LLC, which provides insurance solutions, and is a licensed insurance agent, dedicating a few hours per week to insurance sales.
Employment History
Current Registrations
Garnett Investment Strategies
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.