Garth & Brown Investment Management offers personalized discretionary investment management and retirement plan advisory services for individuals, high net worth individuals, pensions, trusts, and businesses. Registered in Tennessee, Garth & Brown Investment Management develops tailored investment policies based on client goals and risk tolerance, and also offers access to wrap fee programs sponsored by RBC Capital Markets. The firm utilizes fundamental, technical, cyclical, and charting analysis methods, focusing on long-term and short-term investment strategies while keeping risk management in mind.
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 are calculated annually and billed quarterly in advance. Fees may be negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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