Advisor at Andrew Garrett Inc.
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
Andrew Garrett Inc.
Location
Newtown, PA 18940
Credentials
Series 63, Series 65
Industry experience
35 years
Kurt Folcher is a financial advisor at Andrew Garrett, Inc. in Mt Laurel, NJ, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement-rollover advice. The firm uses a multi-platform investment model and serves a diverse client base through various advisory programs.
Based on Andrew Garrett Inc.
Based on Andrew Garrett Inc.
$1,000 to $15,000 flat fee for financial planning services.
$0+: Up to 2.80% annually (negotiable, maximum fee) $50,000 - $500,000: Varies by AssetMark Wealth platform tier (maximum annual fee 2.00%, fees tiered by asset size and investment solution)
Commissions earned on insurance and broker/dealer transactions separate from advisory fees.
$100 to $400 per hour for financial planning services.
Account minimum: $5,000
41 University Drive, Suite 400
Newtown, PA 18940
Alabama · California · Colorado · Delaware · Florida · Georgia · Illinois · Michigan · New Jersey · New York · Pennsylvania · South Carolina · Utah · Virginia · Washington
Andrew Garrett, Inc.
2007 - Present (19 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:
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 66
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Series 66
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Premier Prosperity Advisors LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Series 65, Series 66
Doylestown, PA
DEL VAL Retirement and Investment Services Inc
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