Garnett Investment Strategies manages investment portfolios and provides financial advice for individuals, retirement plans, trusts, estates, and businesses. Garnett Investment Strategies uses an active, diversified investment approach, tailoring portfolios to each client's specific goals and risk tolerance. Portfolios may be managed directly by their team or through outside portfolio managers using platforms like Envestnet. Clients can also get assistance with insurance matters through an affiliate company, Garnett Insurance Solutions.
Assets Under Management$160M
Clients331
Advisors2
Avg. per Client$480K
Avg. per Advisor$79M
www.garnettinvestments.com ·www.facebook.com/garnettinvestments ·www.instagram.com/garnettinvestments
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.44% |
| $1.0M - $2.0M | 1.32% |
| $2.0M - $3.5M | 1.20% |
| $3.5M - $5.0M | 1.08% |
| $5M+ | 0.80% |
Fees are negotiable in certain circumstances, such as account householding, long-term client relationships, or for family and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...