Garnett Investment Strategies offers investment advice to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. They use a disciplined, diversified investment approach, tailoring portfolios to individual client needs. They also assist with the selection and monitoring of third-party money managers through Envestnet. Through an affiliate, Garnett Insurance Solutions, LLC, advice may be provided on matters that include, but are not limited to, life insurance and long-term care insurance.
Assets Under Management$160M
Clients331
Advisors2
Avg. per Client$480K
Avg. per Advisor$79M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.44% |
| $1.0M - $2.0M | 1.32% |
| $2.0M - $3.5M | 1.20% |
| $3.5M - $5.0M | 1.08% |
| $5M+ | 0.80% |
Fees may be negotiable based on various reasons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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