Garner Financial Management Fees & Minimum

Overview

Headquarters: Lafayette, CA
Total Firm Assets: $153 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: 2026 ADV PART 2 (2026-02-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	0.95%
$250,001	$500,000	0.90%
$500,001	$1,000,000	0.88%
$1,000,001	$2,500,000	0.80%
$2,500,001	$4,000,000	0.70%
$4,000,001	$6,000,000	0.60%
$6,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$37,500	0.75%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 70.23%
Number of High-Net-Worth Clients: 44
Total Client Accounts: 299
Discretionary Accounts: 281
Non-Discretionary Accounts: 18

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 131628

2026 ADV PART 2 (2026-02-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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