Assets Under Management
$178.7M
Number of Clients
77
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$89.3M
Compensation
Fee-Only (AUM)
Garland Capital Management offers continuous asset management based on individual client needs, documented in an Investment Policy Statement (IPS). They manage accounts with investment and brokerage discretionary authority, tailoring portfolios to client goals and risk tolerance. The firm utilizes various securities and monitors accounts regularly, adjusting as needed based on client circumstances and market events.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee schedule is negotiable and subject to Garland’s approval.
500 108th Ave NE, #955, Bellevue, WA, 98004