Garabedian Wealth Management Group offers investment management through LPL Financial's Strategic Wealth Management I platform, providing financial planning and consulting. They propose investment portfolios using ETFs, mutual funds, individual stocks, or bonds. They also offer financial planning and consulting services covering investment, retirement, estate, tax, and insurance planning. Pension consulting services are available to employer plan sponsors.
Assets Under Management$35M
Clients72
Advisors1
Avg. per Client$480K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 2.25% |
| $3.0M - $6.0M | 2.00% |
| $6M+ | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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