Traci Garnett-Froscheiser
Traci Garnett-Froscheiser is a registered investment advisor at Garnett Investment Strategies, based in Beatrice, NE, with 17 years of industry experience. Traci 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
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
Traci is involved in several outside business activities, including managing Garnett Insurance Solutions, LLC, where she sells insurance. She also participates in various family companies and volunteer positions, dedicating minimal time to each.
Employment History
Current Registrations
Garnett Investment Strategies
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Smithreed Asset Management, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Edward Jones
Edward JonesBroker
Hartford Equity Sales Company INC.Broker
State Registrations2 states
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.