Garner Financial Management (GFM) offers investment advisory services, including asset management, to help clients achieve their financial goals. GFM works with clients to determine their objectives and recommends how to allocate their assets. GFM may manage client accounts directly, selecting securities and making trades without prior consent, based on the client's agreed-upon objectives. GFM also provides flat fee and hourly consulting services.
Assets Under Management$150M
Clients117
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Client accounts may be aggregated for fee calculations. Fees negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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