The Gardner Group offers investment advice and ongoing management to help clients maximize returns while minimizing risk. They review existing investments and recommend changes to align with financial objectives. They also offer financial planning services, including advice on insurance, estate planning, and business planning. Consulting services are available on an hourly basis for specific financial matters.
Assets Under Management$110M
Clients136
Advisors1
Avg. per Client$820K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiable. Certain clients may be charged lower fees based on portfolio size, length of employment, or relationship to the employee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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