Garza Financial Planning manages investment portfolios and provides financial planning services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. GFP works with clients to identify their goals and values around money. Investment management is provided on a discretionary basis.
Assets Under Management$13M
Clients98
Advisors1
Avg. per Client$130K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fees are negotiable. Certain clients may have different, grandfathered billing schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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