Garrett Nagle & Co. is a registered investment advisor that manages client funds based on their individual needs. They develop a personal investment policy for each client through discussions to establish goals and objectives based on their circumstances. They manage accounts on a discretionary basis, guided by the client's objectives, risk tolerance, and tax considerations. Clients can impose reasonable restrictions on investments.
Assets Under Management$96M
Clients87
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 above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.