A complete list of active advisors currently associated with Garrett Investment Advisory Services, LLC

Warmer can help you find a great advisor at Garrett Investment Advisory Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Garrett Investment Advisory Services, LLC, 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.