Blair Garner is a CFA, CFP-designated registered investment advisor at Garner Financial Management, based in Franklin, TN, with 13 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 117 clients with $150M 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 $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Client accounts may be aggregated for fee calculations. Fees negotiable for accounts over $6,000,000.
Fee Estimator
Contact
Blair Garner
Location
Franklin, TN
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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 →Employment History
Current Registrations
Garner Financial Management
State Registrations2 states
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