Stephen J. Garry & Associates provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, corporations, charitable organizations, and pension and profit-sharing plans. As a fiduciary, Stephen J. Garry & Associates is legally required to act in your best interest. The firm creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, bonds, and options. Financial planning services are typically provided as part of investment management.
Assets Under Management$120M
Clients267
Advisors3
Avg. per Client$460K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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