Garrett Nagle & Co. provides continuous asset management and portfolio supervision for individuals, trusts, and retirement accounts. Garrett Nagle & Co. develops a personalized investment policy for each client based on individual goals, time horizons, risk tolerance, and tax considerations, managing accounts with the authority to make trades without asking first. Garrett Nagle & Co. also operates as a registered broker-dealer, and its management personnel can implement transactions through an arrangement with a clearing broker, earning both advisory fees and brokerage commissions.
Assets Under Management$98M
Clients86
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for amounts in excess of $1,000,000 are negotiable. Minimum account size is $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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