Andrew Garrett, INC.
Assets Under Management
$663.0M
Number of Clients
1,402
Number of Advisors
14
Average Client AUM
$473K
AUM per Advisor
$47.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Andrew Garrett, Inc. provides investment advisory services by managing client assets or working with clients to find sub-advisors. They utilize RBC, Charles Schwab, and AssetMark platforms. Fees are based on assets under management or a flat yearly fee and are negotiable. Financial planning services are also offered for a separate fee.
Fee Structure
Fees are negotiable and can be based on assets under management or a flat annual fee. The maximum annual fee for the programs described in this brochure is 2.80% of the market value of the account, except for AssetMark Wealth Platforms, where the maximum annual fee is 2.00%. Financial planning fees range from $1,000 to $15,000 as a flat fee or $100 to $400 per hour.
Areas of Practice
Location
52 Vanderbilt Ave, Suite 403, New York, NY, 10017