Garner Asset Management Corporation (GAMC) offers investment management services tailored to individual client goals. GAMC works with clients to establish financial goals, develop asset allocations, and make specific investment recommendations. GAMC monitors portfolios and provides quarterly reports. Clients can restrict GAMC from purchasing or selling specific investments.
Assets Under Management$400M
Clients115
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$400M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$550
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M+ | 0.90% |
Fees negotiable for accounts over $1,500,000. Clients with portfolios comprised only of mutual fund products will be charged on assets under management at the annual rate of 0.40%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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