Garrick King is a CFP-designated registered investment advisor at Financial Symmetry INC., based in Raleigh, NC, with 3 years of industry experience. Garrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 873 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Fees may be negotiable in unusual circumstances. Some clients are under legacy rates different than the current fee schedule.
Fee Estimator
Contact
Garrick King
Location
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
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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 →Employment History
Current Registrations
Financial Symmetry INC.
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
I started at Financial Symmetry in 2018 in a client service role. In 2022, I earned my CFP® designation and was promoted to advisor to better serve our growing firm and the financial needs of those in the Triangle area and beyond. I am a North Carolina native, born in Raleigh and raised in Clayton along with my identical twin brother. My father is originally from England and my mother can trace her roots in Franklin County back several generations. I currently reside in Sanford with my wife, MaryKate, and our pit bull mix, Lucy.