A complete list of active advisors currently associated with Garde Capital, Inc.

Warmer can help you find a great advisor at Garde Capital, Inc. or one who fits your needs even better.

Garde Capital provides discretionary and non-discretionary investment management and financial planning to individuals, families, trusts, and institutional clients, including pension and retirement plans. The firm manages approximately $2.65 billion in client assets (about $2.64 billion discretionary and $14.8 million non-discretionary) across roughly 462 client relationships and also offers other wealth management services such as insurance review and coordination with tax or estate advisors. The firm’s investment approach combines modern portfolio theory with insights from behavioral finance to construct diversified, global portfolios implemented primarily with low-cost exchange-traded funds (the brochure cites an average fund expense of about 0.08%). Portfolios are customized to client risk profiles and may, for select clients, include alternatives, options or futures, and private funds; accounts are reviewed at least quarterly and fees are billed quarterly in advance with adjustments for large cash flows. Distinctive features in the brochure include a relatively large asset base managed by a small advisory team (approximately $2.65 billion across nine advisors) and a stated $15,000 minimum annual advisory fee that can raise effective costs for households below roughly $1.6 million. The firm also describes regular client reporting (available monthly, quarterly, semi‑annual, or annual via email, online portal, or mail), provides pension-plan participant education, discloses written referral arrangements with outside entities, and reports no material business affiliations.

To learn more about the advisors currently working at Garde Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.