Garde Capital offers investment advice, asset allocation, and investment selection, managing accounts based on client objectives, risk profile, and financial status. They provide portfolio management services, combining modern portfolio theory with behavioral finance. Garde Capital also offers financial planning and consulting services, including financial projections and analyses. For some clients, they offer consultation on a broader range of issues, such as insurance planning, tax advisor coordination, and real estate planning.
Assets Under Management$2.3B
Clients490
Advisors10
Avg. per Client$4.6M
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees are negotiable. Minimum annual advisory fee of $15,000 for households being charged an asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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