Bruce Garrison is a CFA-designated registered investment advisor at Chilton Capital Management LLC, based in Houston, TX, with 15 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, High Net Worth, Investment Management, and 2 more. Their firm serves 982 clients with $3.2B 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule reflects Equity & Balanced, Growth & Income, and REIT strategies. Other strategies have different fee schedules: ETF Strategy at 0.50%, Swan Defined Risk at 1.25%, and Overlay Series at 1.50%.
Fee Estimator
Location
1177 West Loop South, Suite 1200, Houston, TX, 77027-9062
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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
Bruce is a director at Stratus Properties, a real estate development company, since 2002 and serves on the audit committee. He dedicates minimal time to this role.
Employment History
Current Registrations
Chilton Capital Management LLC
Previous Registrations
Chilton Capital Management Advisors INC.
Salient Capital Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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