Gartner Financial Advisors is a registered investment advisor owned by Neil Gartner, offering comprehensive financial planning and portfolio management. The firm provides standalone financial planning as well as a combined Concierge service that merges ongoing planning and investment management. Investment portfolios are tailored to each client's specific goals, risk tolerance, and time horizon using a global, value-oriented approach emphasizing safety and quality. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Clients can choose between discretionary management, where the firm makes trades without prior consent, and non-discretionary management, where clients approve trades. Gartner Financial Advisors serves individuals and high-net-worth clients, requiring a minimum account size of $100,000 for portfolio management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Minimum annual fee is $3,600.
