9 Reasons To Use an Hourly Financial Planner

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Garrett Portfolios is not a separate entity. “Garrett Portfolios” refers to a suite of portfolios offered by Garrett Investment Advisors, LLC and sub-advised by CGN Advisors, LLC. Justin Nichols is managing member, shareholder and President of Garrett Investment Advisors, LLC. He is also a principal owner and Chief Planning Officer of CGN Advisors, LLC. CGN Advisors, LLC is sub-advisor for Garrett Investment Advisors, LLC Insourced Investment Management Service, which may create a conflict of interest. A portion of the client’s investment management fee is paid to Garrett Investment Advisors, LLC for program administration and supervision, quarterly billing and cash management execution. A portion of the client’s investment management fee is paid to CGN Advisors, LLC for account open/transfer process, ongoing investment management, performance reporting and client portal. A portion of the client’s investment management fee may be paid to the Garrett Investment Advisors, LLC financial planner (Investment Advisor Representative (IAR)) for Investment Policy Statement (IPS) creation and updates, portfolio selection, ongoing client relationship management, client annual reviews and cash management planning. By law and by choice, Garrett Investment Advisors, LLC and CGN Advisors, LLC will always act in the best interest of the client.

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