Jack Garrison is a registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 3 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
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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
Jack works as a guest service team member at Kwik Trip, a registered representative with LPL Financial, and an advisor with Strategic Wealth Group RIA, spending full-time hours on the latter. He also does tax preparation with Strategic Tax Group and is an assistant coach at Chanhassen High School.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
State Registrations2 states
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