Robert Garner is a registered investment advisor at Garner Asset Management Corporation, based in Plano, TX, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 115 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M+ | 0.90% |
Fees negotiable for accounts over $1,500,000. Clients with portfolios comprised only of mutual fund products will be charged on assets under management at the annual rate of 0.40%.
Fee Estimator
Location
5700 Granite Parkway, Suite 200, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Robert is a director at IPMG, LLC, a development stage company, since 2002. He spends a few hours per week offering advice on financial structure.
Employment History
Current Registrations
Garner Asset Management Corporation
State Registrations2 states
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