Garrison Point Capital provides investment advice and management to individually managed accounts, primarily on a discretionary basis. The firm focuses on fixed income securities, especially non-agency residential mortgage-backed securities. Garrison Point Capital also serves as a sub-advisor to a registered investment company. The firm requires a minimum investment of $1,000,000, but may accept less at its discretion.
Assets Under Management$340M
Clients17
Advisors3
Avg. per Client$20M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may vary, but generally will be up to two percent (2%) of assets under management in the CMO Strategy and one and a half percent (1.5%) of assets under management in all other strategies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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