Caitlin Garner is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 676 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SC&H Wealth offers investment management through two programs, SC&H Wealth Management and SC&H Core. Fees are based on a percentage of your portfolio's value and are charged quarterly in advance.
SC&H Wealth Management:
- Fees are tiered, with lower rates for larger portfolios.
SC&H Core:
- Fees are tiered, with lower rates for larger portfolios.
SC&H may negotiate fees based on factors like the amount of assets managed or the complexity of the engagement.
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
Get directionsHistory
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 ActivitiesSells Insurance
Caitlin's parent company, SC&H Group, Inc., is her employer and benefits provider, and she participates in company activities as needed. Caitlin is also a licensed insurance agent selling insurance products to clients as needed, and she is a distributor for Young Living Essential Oils, spending minimal time enrolling family and friends.
Employment History
Current Registrations
Sc&h Wealth
Previous Registrations
Triad Advisors, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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