Garnett Advisors offers custom-tailored portfolios to meet your investment goals. They will meet with you to discuss your financial situation and risk tolerance, then recommend an investment strategy. Garnett monitors your investments, provides updates, and advises on asset allocation. They can also recommend third-party investment managers. Garnett manages assets on a non-discretionary basis, meaning they need your permission before making trades.
Assets Under Management$250M
Clients7
Advisors1
Avg. per Client$36M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees can be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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