Garritt Financial Solutions (GFS) offers financial planning and investment management services. Financial planning covers retirement, investments, risk management, goal setting, cash flow, employee benefits, travel planning, college savings, student loans, estate planning, tax strategies, and business planning. GFS also manages investments and may use sub-advisors. GFS manages accounts on a discretionary basis.
Assets Under Management$16M
Clients159
Advisors2
Avg. per Client$99K
Avg. per Advisor$7.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable. For accounts held at Betterment Securities, sub-advisory fees range from 0.12% to 0.20% in addition to GFS's fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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