Garrett Investment Advisory Services offers continuous advice on investing client funds based on individual client needs. They create and manage portfolios based on a client's personal investment policy, considering their objectives, time horizon, risk tolerance, and liquidity needs. They manage accounts on a discretionary or non-discretionary basis and provide advice on exchange-listed securities and mutual fund shares.
Assets Under Management$450K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$450K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.00% |
| $25K - $100K | 1.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K+ | 0.90% |
Advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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