Assets Under Management
$803.7M
Number of Clients
760
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$50.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Garrett Wealth Advisory Group (GWAG) offers a wrap fee program providing investment advisory services and trade execution for a single fee. GWAG manages client portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent managers. They also provide wealth management services including financial planning and consulting.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086