The Garrett Group provides investment advisory, wealth management, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers ongoing investment management and multi-family office services, helping clients determine suitability, investment objectives, and risk tolerances. In addition, The Garrett Group offers comprehensive and segmented financial planning, covering retirement, insurance, taxes, and estate planning, delivered through flat-fee or hourly arrangements. The firm also provides general hourly consulting services for individuals and institutions, as well as coordination with attorneys, accountants, and other professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% of assets under management or net worth for family office services. Fees are negotiable.