Garrett Wells is a CFP-designated registered investment advisor at Simon Quick Advisors, LLC, based in New York, NY, with 4 years of industry experience. Garrett 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 939 clients with $7.1B in assets under management.
Compensation
Firm Size
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Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.
Location
1270 Avenue of the Americas, Suite 420, New York, NY, 10020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Simon Quick Advisors, LLC
State Registrations1 state
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