Garrett Nostrand
Garrett Nostrand is a registered investment advisor at Van Nostrand Wealth Management LLC, based in San Diego, CA, with 3 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 50 clients with $60M 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 | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.35% |
Fees for clients with AUM above $10,000,000 are negotiable. Clients who place greater than $1 million in assets under VWM’s management will receive Financial Planning Services included in the fees for Investment Management Services.
Fee Estimator
Location
11440 W Bernardo Ct, Suite 204, San Diego, CA, 92127
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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
Van Nostrand Wealth Management LLC
State Registrations2 states
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