Steve Garrett and Associates provides investment management, estate planning, family office services, litigation support, retirement plan consulting, business consulting, and philanthropic consulting. They develop investment plans based on client objectives and risk tolerance, managing portfolios on a discretionary or non-discretionary basis. They also offer guidance on estate planning, family wealth transfer, and business strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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