Garrett Wealth Advisory Group, also operating as BentOak Capital, provides investment management, comprehensive financial planning, and retirement plan consulting services. The firm manages investment portfolios on a discretionary basis using mutual funds, exchange-traded funds, individual stocks and bonds, and independent managers, offering customized strategies ranging from conservative income to aggressive growth. Garrett Wealth Advisory Group's financial planning services cover personal and business financial planning, cash flow, tax strategies, retirement, estate planning, and insurance analysis. The firm works primarily with individuals, high-net-worth clients, business owners, and retirement plans, delivering advice tailored to each client's specific financial situation and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.