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For advisors and clients interested in investment management


For Clients: Delegate the management of your portfolio to our team of professionals. We offer professionally-managed, globally-diversified, low-cost portfolio strategies.

For Advisors: Outsource investment management using our Turnkey Asset Management Program (TAMP) or Sub-Advisory services. Let us take the investment management functions--account opens/transfers, trading, cash management, billing and reporting--off your plate so you can spend more time developing new client relationships.

For custom pricing on sub-advisory of your own portfolio strategies please contact: Justin@GarrettAdvisors.com


Annualized Asset-Based Fee
Asset TiersTotal Client Fee
Advisor Fee
Garrett Fee
$0 - $500k0.25% - 1.00%
0.00% - 0.75%
0.25%
$500k - $1M0.20% - 0.75%
0.00% - 0.55%
0.20%
$1M - $2M0.15% - 0.50%
0.00% - 0.35%
0.15%
$2M+0.10% - 0.50%
0.00% - 0.40%
0.10%


All of our strategies provide diversified portfolios with varying levels of risk, from aggressive to conservative. Asset allocations range from 100% stocks / 0% bonds to 20% stocks / 80% bonds in increments of 10%, with the additional option of 100% bonds.

Portfolios that use market cap. weighted, passive/index strategies.

Core Series

Core

Holdings: 3-5 broad market ETFs
Suggested Account Minimum = $1000
Notes: Also available in w/Muni version, which uses municipal bonds for tax efficiency.

Core Expanded

Holdings: 4-8 broad market and sub asset class ETFs
Suggested Account Minimum = $5000
Notes: Also available in w/Muni version, which uses municipal bonds for tax efficiency.

  

Portfolios that use active and passive investing, combined with active/intentional portfolio decisions.

Intentional Series

Intentional

Holdings: Built on the foundation of the Core Series, a combination of passive, active and smart beta/factor ETFs and MFs.
Suggested Account Minimum = $10,000
Notes: Also available in w/Muni version, which uses municipal bonds for tax efficiency.


Portfolios that use the Select Equity SMA along with active and passive investing, combined with active/intentional portfolio decisions.

Select Series

Select

Holdings: Built on the foundation of the Core Series, a combination of passive, active and smart beta/factor ETFs, MFs and Indiv. Stocks, utilizing the Select Equity SMA strategy to represent the US mid-large cap. allocation.
Suggested Account Minimum = $150,000
Notes: Also available in w/Muni version, which uses municipal bonds for tax efficiency.


Portfolios that use strategies that follow sustainable/ESG mandates.

Sustainable ESG Series

Sustainable ESG

Holdings: Built using systematic screening criteria to idenfity ETFs and MFs that score well considering environmental, social and governance (ESG) and/or socially responsible investing (SRI) considerations.
Suggested Account Minimum = $10,000
Notes: N/A


Portfolios that focus primarily within the Dimensional (DFA) fund family.

DFA Focus Series

DFA Focus

Holdings: Primarily DFA MFs
Suggested Account Minimum = $25,000
Notes: Also available in w/Muni version, which uses municipal bonds for tax efficiency.


Investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: 910-FEE-ONLY. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.