Garland Capital Management INC
Assets Under Management
$178.7M
Number of Clients
77
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$89.3M
Compensation
Fee-Only (AUM)
About This Firm
Garland Capital Management, Inc. offers continuous asset management based on individual client needs, objectives, risk tolerance, and time horizons. They manage accounts with investment and brokerage discretionary authority, tailoring portfolios to client situations. The firm utilizes fundamental and qualitative analysis, along with asset allocation strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee schedule is negotiable and subject to Garland’s approval.
Fee Estimator
You'll pay an annual fee based on your portfolio size: 1.0% on the first $1 million of assets and 0.75% on assets over $1 million. The firm requires a minimum annual fee of $5,000, billed quarterly in advance. As a result, they recommend accounts of at least $300,000. Fees are based on the previous quarter-end value. Fees are charged in advance of the service and are prorated for accounts opened during a calendar quarter. You will receive a prorated refund of unearned fees if you terminate your agreement.
Areas of Practice
Location
500 108th Ave NE, #955, Bellevue, WA, 98004