Advisor at The Perspective Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Perspective Group
Location
Lawrence, KS 66044
Credentials
CFP®, Series 66
Industry experience
12 years
Garrett Halton is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with LPL Financial in Lawrence, KS. He has worked at LPL Financial since 2013 and also operates The Perspective Group, where he provides tax preparation services in addition to investment advisory. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management strategies, combining large-scale advisory operations with a broad range of financial products and services.
Based on The Perspective Group
Based on The Perspective Group
Fixed fees generally range from $500 to $5,000 for financial planning services; may exceed $5,000 depending on complexity.
$0 - $100,000: 1.15% $100,001 - $250,000: 1.10% $250,001 - $750,000: 1.00% $750,001 - $1,250,000: 0.95% $1,250,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,500,000: 0.70% $7,500,001 - $10,000,000: 0.60% $10,000,001 - $12,500,000: 0.50% $12,500,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.40% $20,000,001+: Custom
Commission-based compensation may be earned on products sold through LPL Financial broker/dealer services separate from advisory fees.
$325/hour for lead CFP Professionals; $250/hour for CFP and CPA Professionals; $175/hour for analysis or administrative work by non-professionals.
Account minimum: $5,000 Fee-only: Hourly consulting services ranging from $175 to $325 per hour depending on professional level; fixed fees generally range from $500 to $5,000, may exceed $5,000 depending on complexity.
900 Massachusetts Street, Suite 602
Lawrence, KS 66044
Kansas · Texas
The Perspective Group
2015 - Present (11 years)
LPL Financial
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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