Garrett Nagle & Co., Inc

CRD#7071
Investment Advisor Firm

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Learn more about Garrett Nagle & Co., Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • 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

    $83.5 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    300 Unicorn Park Drive
    Woburn, MA 01801-3363

    Garrett Nagle & Co., Inc by the Numbers

    Total Assets Under Management

    $83.5 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    151

    National Average: 375,227
    Average Account Size

    $553.0 thousand

    National Average: $23.0 thousand
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    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

    • Offered by 69% of firms

      Percentage of Assets

      Show 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 1% of firms

      Commissions

      Show Explanation

      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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      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 0% of firms that offer this fee type

      Subscription

      Show Explanation

      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 32% of firms that offer this fee type

      Fixed

      Show Explanation

      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

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    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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