Gargas Investments offers investment management services where they make investment recommendations and handle the buying and selling of investments. Clients can choose to give Gargas Investments the authority to make all investment decisions or approve each one. Gargas Investments also provides financial planning services, offering advice on education funding, retirement, estate planning, and taxes. These services are tailored to each client's needs.
Assets Under Management$1.4M
Clients14
Advisors1
Avg. per Client$98K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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