Garnett Keith
Garnett Keith is a CFA, ChFC-designated registered investment advisor at Seabridge Investment Advisors LLC, based in Atlanta, GA, with 21 years of industry experience. Garnett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 194 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaBridge charges a percentage of your portfolio's value each year for managing your investments. The exact percentage depends on the investment strategy you choose. Fees are generally charged quarterly, in advance. For larger accounts, SeaBridge may apply a tiered fee schedule, reducing the percentage for amounts over $3,000,000 and $10,000,000. Fees may be negotiable for accounts with special needs or circumstances. Assets transferred from another advisor may have a different fee schedule, but will never exceed 1.50%.
Location
1777 Northeast Expressway NE, Suite 220, Atlanta, GA, 30329
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garnett is the Chairman of the Investment Committee for 10 Talents Investors, reviewing private equity funds. He is also a board member of Whitecap Capital I, LLC and meets with the management team of DM Capital quarterly to discuss market outlook and portfolio positioning.
Employment History
Current Registrations
Seabridge Investment Advisors LLC
Previous Registrations
Seabridge Investment Advisors LLC
State Registrations1 state
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