Gardner Asset Management, operating as The Gardner Group, offers continuous investment management and comprehensive financial planning for individuals, high-net-worth clients, trusts, estates, and retirement plans. Founded in 1994 and based in Dallas, Texas, the firm builds personalized investment strategies through careful asset allocation, ongoing portfolio monitoring, and third-party research. The Gardner Group helps clients navigate various market conditions and assists with retirement planning, tax strategies, cash flow analysis, and risk management. While the firm focuses primarily on managing investment portfolios, it also provides financial planning through comprehensive written plans and hourly consultations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% annually, calculated quarterly in advance, and are negotiable based on portfolio size and other factors.