Greg Garabedian
Advisor at Garabedian Wealth Management 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.
Advisor at Garabedian Wealth Management 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.
Location
Pasadena, CA 91107
Credentials
Series 63, Series 65
Industry experience
32 years
Greg Garabedian is the principal of Garabedian Wealth Management Group in Pasadena, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2002. His firm, established in 2014, focuses on wealth management and financial planning. Garabedian Wealth Management Group serves individuals, trusts, pension plans, and business clients, offering discretionary portfolio management using quantitative modeling and a range of specialist planning services. The firm manages portfolios primarily with individual equities and employs derivatives and options strategies within separately managed accounts.
Based on Garabedian Wealth Management Group
Based on Garabedian Wealth Management Group
Financial Planning & Consulting: 1.00% of net worth, not to exceed $15,000
$500,000 - $3 Million: 2.25% $3 Million - $6 Million: 2.00% $6 Million+: 1.75%
Commission-based securities sales by Greg K. Garabedian as registered representative of LPL Financial (up to 50% of revenue)
Financial Planning & Consulting: $500/hour; Pension Consulting: $500/hour
Account minimum: $500,000 Fee-only: Financial Planning & Consulting: $500/hour or 1.00% of net worth, not to exceed $15,000; Pension Consulting: $500/hour or 1.00% of assets under management
3452 E. Foothill Blvd., Suite 532
Pasadena, CA 91107
California · Idaho · Texas
Garabedian Wealth Management Group
2014 - Present (12 years)
LPL FInancial, LLC
2002 - Present (24 years)
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