Assets Under Management
Pearson Financial Planning provides portfolio management services through Garrett Investment Advisors, LLC.
Garrett Portfolios are professionally-managed, globally-diversified, low-cost portfolio solutions. Our expert investment professionals will manage a portfolio selected for your unique financial situation and help you maintain discipline to reach your investment goals.
You'll continue to work closely with Pearson Financial as your primary point of contact, and we'll work hard behind the scenes to manage your portfolio. This allows your financial planner to do what they do best—provide expert financial planning guidance and accountability to better position you to reach your financial goals.
Together, we will:
- Create an investment plan. First, we'll create a proper overall stock/bond mix of investments based on your unique financial situation and your goals. Then, we'll control what we can by investing in a broad range of low-cost investments, while being aware of tax impacts. Your investment strategy will be documented and governed by an Investment Policy Statement.
- Stick to the investment plan. We'll help you maintain discipline to stay invested for the long-term, through the ups and downs.
- Adjust the investment plan. We'll closely monitor your portfolio and review your investment plan with you at least annually. We'll rebalance your portfolio to maintain your proper overall stock/bond mix of investments.
The following fee schedule applies:
|Assets Under Management||Fee|
|$0 - $500,000||0.75%|
|$500,001 - $1,000,000||0.55%|
|$1,000,001 - $2,000,000||0.40%|
Garrett Portfolios is not a separate entity. “Garrett Portfolios” refers to a suite of portfolios offered by Garrett Investment Advisors, LLC. 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.
Pearson Financial Advisors also provides ongoing investment advice for held-away assets for those clients who prefer to manage their own portfolios.
Pearson Financial charges a fixed quarterly fee for investment advice on held-away assets that is based on our hourly rate of $200. The client will be provided with a cost proposal at the beginning of the engagement, and can expect a regular annual review meeting as well as ongoing access to their financial advisor as questions regarding the assets arise.
Contact Us today to determine which investment management service is right for you!