Garrett Jones is a CFP-designated registered investment advisor at Crossroads Planning, based in Orange, CA, with 8 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 124 clients with $63M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
If a sub-advisor is engaged to manage a portion or your entire portfolio at our custodian, an annualized asset-based fee will be charged to your account on a quarterly basis and in arrears as described above. Each sub-advisor has a stated fee range that will be described to you prior to the selection of that investment manager; ranging from 0.25% to 1.00% (25 to 100 basis points) depending upon the program selected, investment strategies involved, portfolio holdings, and asset size of the account. This fee is in addition to our own per the fee schedule above.
Fee Estimator
Location
765 the City Dr. S, Suite 390, Orange, CA, 92868
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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
Garrett works as a tax preparer for Crossroads Tax Planning, preparing tax returns and meeting with clients. This activity takes a few hours per week.
Employment History
Current Registrations
Crossroads Planning
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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.