Garrison, Bradford & Associates (GBA) manages investment portfolios for individuals, tax-exempt organizations, and investment partnerships. GBA has the authority to make investment decisions for clients. GBA invests in stocks, funds, bonds, and cash instruments with the goal of achieving long-term returns. Each portfolio is managed separately and tailored to the client's individual goals. GBA consults with clients and will honor restrictions on investing in certain securities.
Assets Under Management$130M
Clients34
Advisors3
Avg. per Client$3.9M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Accounts in the same family group are combined to receive the maximum volume discount. Accounts which started several years ago may have different fee rates. These rates are not offered to new clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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