Ann Garcia is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Portland, OR, with 15 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 4,773 clients with $13B 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Contact
Ann Garcia
Location
1675 SW Marlow Ave., Suite 305, Portland, OR, 97225
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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 Activities
Ann owns "How to Pay for College", a website, book, and masterclass offering advice on affording college. This activity is not investment-related and takes about 10-20% of her time.
Employment History
Current Registrations
The Mather Group, LLC
Previous Registrations
Independent Progressive Advisors, LLC
Beacon Rock Partners
Springwater Wealth Management, LLC
Maas Capital Advisors, LLC
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.
Exams
Additional Information
We provide comprehensive financial planning and investment management designed to help you achieve your life goals. Whether that means starting a business, sending children to college or a financially-secure retirement, our process is designed to enable you to approach your future with confidence and clarity. Please contact us to schedule a complimentary initial consultation.