Gargas Investments is a registered investment advisor based in Van Buren, Missouri, founded in 2022. The firm provides ongoing investment management, portfolio monitoring, and customized financial planning services to individuals, families, and businesses. Clients can choose between management where Gargas Investments makes trades on their behalf or non-discretionary arrangements where clients approve trades first. Gargas Investments also offers project-based and ongoing financial planning covering areas such as retirement, education funding, estate planning, and tax strategies. Additionally, the firm offers retirement plan consulting to businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fees are negotiable prior to the engagement. For non-management advisory services, fees range from 0.25% to 1.00%.