Joshua Garrett
Advisor at Ameriprise
Updated today
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.
Fee options
$500,000 - $999,999: $1,500 per Engagement Period $1,000,000 - $1,499,999: $2,000 per Engagement Period $1,500,000 - $1,999,999: $2,500 per Engagement Period $2,000,000 - $2,999,999: $3,000 per Engagement Period $3,000,000 - $4,999,999: $4,000 per Engagement Period $5,000,000 - $7,499,999: $5,000 per Engagement Period $7,500,000 - $9,999,999: $6,000 per Engagement Period $10,000,000+: $7,000 per Engagement Period
Account minimum: $1,000,000 Minimum fee: $1,500 to $7,000 per Engagement Period (annual flat fee) until August 2025 Fee-only: Flat fee per Engagement Period for retirement income planning advice
Work history
Ameriprise FInancial Services, LLC
2021 - Present (5 years)
Milo C. Cockerham, Inc.
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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