Andrew Garrett, Inc. offers investment advisory services through multiple platforms and programs, including accounts managed directly by advisors or through third-party managers and sub-advisors. The firm operates using clearing and custody services from platforms such as RBC Correspondent Services, Charles Schwab, and AssetMark Wealth Management. Services range from discretionary and non-discretionary portfolio management to financial planning covering budgeting, insurance, estate planning, and business succession. The firm's representatives utilize fundamental and technical analysis, constructing portfolios using stocks, bonds, mutual funds, exchange-traded funds, options, and other securities tailored to individual risk tolerances and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.