Garrett Investment Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Garrett Investment Advisory Services, LLC is a state-registered investment adviser that provides investment supervisory services and individual portfolio management to a small number of individual clients, including both non–high-net-worth and high-net-worth individuals. The firm manages accounts on a discretionary or non-discretionary basis and develops portfolios based on each client’s stated objectives, time horizon, risk tolerance, and liquidity needs.
The firm’s process emphasizes mutual fund and ETF analysis and ongoing manager monitoring, with accounts reviewed at least quarterly and continuous monitoring of holdings and market conditions. Garrett recommends Interactive Brokers for trade execution, aggregates trades through block trading when appropriate, and discloses fiduciary responsibilities for ERISA-covered plans and IRAs.
Compared with peers, the firm is notable for its very small scale—roughly $450,000 in assets under management across three clients—and for using percentage-of-assets-under-management fees billed quarterly in advance. Garrett does not act as a custodian, does not advise private funds, and maintains written policies such as a Code of Ethics, a prohibition on proxy voting on clients’ behalf, and an absence of outside industry affiliations or solicitor arrangements.
Client services
Expertise
Fee options
$0 - $25,000: 1.0% $25,001 - $100,000: 1.0% $100,001 - $250,000: 1.0% $250,001 - $500,000: 1.0% Over $500,000+: .90%
Main office
Texarkana TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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