Garrett Wealth Advisory Group (GWAG), operating as BentOak Capital, provides financial planning, consulting, and investment management services. Financial planning covers areas like business planning, cash flow analysis, estate planning, and retirement planning. GWAG manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual securities, and independent investment managers. GWAG also offers advice on legacy positions and investments held away from their primary custodian. GWAG tailors its services to individual client needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable. For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), GWAG may negotiate a fee rate that differs from the range set forth above.