Drew Garner is a CFP-designated registered investment advisor at Castlepoint Wealth Advisors, based in Oklahoma City, OK, with 9 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 259 clients with $610M 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 | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are negotiable. There may be legacy clients under a different fee schedule. Castlepoint generally requires a minimum annual fee of $15,000 for investment management services.
Fee Estimator
Location
7308 N. Classen Blvd., Oklahoma City, OK, 73116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Castlepoint Wealth Advisors
State Registrations1 state
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