Andrew Garrett, Inc. (AGI) provides investment advisory services by managing client assets or connecting clients with sub-advisors. AGI uses platforms like RBC Correspondent Services, Charles Schwab, and AssetMark. Fees are based on assets under management or a flat yearly fee, and are negotiable. AGI also offers financial planning services, including budgeting, insurance, estate, and business succession planning, with fees ranging from $1,000 to $15,000 or $100 to $400 hourly.
Fee Structure
Andrew Garrett, Inc. offers investment management services through various platforms like RBC, Schwab, and AssetMark. Fees are based on a percentage of your portfolio or a flat annual fee, and can be charged monthly or quarterly. The maximum annual fee is 2.80% of your portfolio's value, but this is negotiable. The minimum balance to open an account is $25,000 for the Advisor Program and varies from $10,000 to $250,000 for the RBC Unified Portfolio, depending on the investment style and manager chosen.