The Garrett Group (TGG) offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. TGG helps clients determine their suitability, investment objectives, goals, time horizons, and risk tolerances. Financial planning services include comprehensive or limited plans, investment plans, and individual consultations. TGG also offers general consulting services on an hourly basis.
Assets Under Management$4.4M
Clients12
Advisors1
Avg. per Client$360K
Avg. per Advisor$4.4M
Fee Structure
Investment management only (planning not offered)
TGG charges a percentage of your portfolio for investment management and wealth management services. The fees range from 0.25% to 1.00% of the value of your portfolio or net worth for the Family Office Model.
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