Garrison Asset Management, INC.

Fee-Only (% of Portfolio)

Garrison Asset Management (GAM) is an investment advisory firm based in Tampa, Florida. GAM focuses on managing investment portfolios, particularly in income-generating investments like taxable and tax-exempt bonds. GAM tailors portfolios to each client's specific needs, preferences, and risk tolerance. Financial planning services are available upon request.

Assets Under Management$29M
Clients38
Advisors1
Avg. per Client$750K
Avg. per Advisor$29M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.50% to 1% of assets under management. Under special circumstances and for family members, fees are sometimes discounted or waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm