Garrison Phillips, LLC was founded in 2005 and is based in Rye Brook, New York. Led by James Botti, the registered investment advisor provides comprehensive investment management, financial planning, and retirement plan consulting. Garrison Phillips tailors its investment management solutions to each client's specific risk tolerance and goals, primarily using exchange-traded funds for equity exposure and individual fixed income securities managed with a hold-to-maturity strategy. The firm also offers financial planning services covering long-term goals such as retirement, education funding, and estate needs, as well as business growth and cash flow budgeting.
Assets Under Management$7M
Clients17
Advisors1
Avg. per Client$410K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.80% |
| $4M+ | 0.75% |
All fees are subject to negotiation. Accounts under $1M range from 1.10% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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