JG
CFA
JG
CFA

John Thomas Garland

27 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
77 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$178.7M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fee schedule is negotiable and subject to Garland’s approval.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

800 Bellevue Way Ne, Suite 400, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Garland Capital Management INC
April 1998 - Present · 27 yrs 10 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.