Garch Capital LLC
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Learn more about Garch Capital LLC
Garch Capital LLC is an advisory firm headquartered in Andover, Massachusetts. Garch Capital LLC oversees $3.0 million in total assets across 14 customer accounts. Garch Capital LLC has a small group of two employees, of which 1 is a financial advisor. Garch Capital LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Garch Capital LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing client consent. Garch Capital LLC oversees about $214,286 for every account. The average financial advisor at Garch Capital LLC oversees about 14 client accounts, placing it among the more personalized financial advisor firms in the country.
The company's central office is at 1 Whittemore Ter, Andover, Massachusetts 1810. Garch Capital LLC is legally permitted to provide services to customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Garch Capital LLC by the Numbers
Financial management fees typically vary depending on which services the firm provides the client. However, fee types charged by the firm likely are comprised of any combination of the following fee types: asset-based or performance-based. Garch Capital LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Offered by 70% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 33% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Garch Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Garch Capital LLC
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