Garrett Nagle & Co., Inc
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Overview
Garrett Nagle & Co., Inc is a financial advisor firm located in Woburn, Massachusetts. Garrett Nagle & Co., Inc controls $83.5 million in assets over 151 customer accounts. It has a small group, including 2 financial advisors. Garrett Nagle & Co., Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as stocks, bonds and options.
Garrett Nagle & Co., Inc oversees all of the company's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without requiring the client's permission. The company's typical account size is $552,952. An average financial advisor at Garrett Nagle & Co., Inc administers about 76 client accounts.
The company's central office is at 300 Unicorn Park Drive, Woburn, Massachusetts 01801-3363. It is registered to serve customers throughout 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Garrett Nagle & Co., Inc by the Numbers
$83.5 million
4
151
$553.0 thousand
Fee Structure
Fees for financial management typically are based on the type of services offered. Fees charged by Garrett Nagle & Co., Inc can consist of the following fee types: asset-based or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 1% of firms
Commissions
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Garrett Nagle & Co., Inc works with retail investors, high net worth investors, pension plans and corporations. Out of its 151 clients, Garrett Nagle & Co., Inc's biggest client group by number of accounts is high net worth investors, although it also caters to 49 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 56.32%
- Other Individuals - 39.08%
- Corporations - 4.6%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Garrett Nagle & Co., Inc does not have any disclosures.
Please visit its Form ADV for more details.
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