Garrett Capital Investment Management uses asset allocation, security selection, and market timing strategies to manage investments. They select individual stocks, exchange-traded funds (ETFs), mutual funds, and exchange-traded notes (ETNs) to meet client investment objectives. Garrett Capital determines risk levels for clients and their investments. Third-party financial advisors may refer clients to Garrett Capital for portfolio management.
Fee Structure
Garrett Capital charges a fee based on the value of your portfolio. The specific fee is negotiated and can range from 1% to 2% per year, depending on factors like account size and the complexity of your financial situation. If a third-party financial advisor refers you to Garrett Capital, they may also charge a separate fee.