Garth & Brown Investment Management offers investment advice and manages investment portfolios for individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. They develop a personal investment policy based on your goals and objectives. They also provide advisory services to retirement plans, including investment policy statement preparation and employee communications.
Assets Under Management$15M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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