Assets Under Management

$663.0M

Number of Clients

1,402

Number of Advisors

14

Average Client AUM

$473K

AUM per Advisor

$47.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Andrew Garrett, Inc. provides investment advisory services by managing client assets or finding sub-advisors. They utilize RBC, Charles Schwab, and AssetMark platforms. Fees are based on AUM or flat yearly fees and are negotiable. Financial planning services are also offered for a separate fee.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Location

52 Vanderbilt Ave, Suite 403, New York, NY, 10017

14 Advisors at this firm

Andrew Garrett, Inc. | TrueAdvisor