Garrison Urette is a registered investment advisor at Garrison Asset Management, INC., based in Tampa, FL, with 24 years of industry experience. Garrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 38 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1% of assets under management. Under special circumstances and for family members, fees are sometimes discounted or waived.
Fee Estimator
Location
Tampa, FL
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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 Activities
Garrison is a partner in Tampa Palms Professional Center (TPPC), a real estate development company, since 2003. He spends about 40-50 hours a week on TPPC, about half of which are during trading hours, overseeing architecture, engineering, and customer relations.
Employment History
Current Registrations
Garrison Asset Management, INC.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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