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Garnett Investment Strategies

Headquartered in BEATRICE, NE

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Firm Information

Garnett Investment Strategies is an investment advisory firm with two licensed agents and two investment adviser representatives. They manage approximately $126,610,335 in assets for 777 clients. Their primary focus is on portfolio management for individuals and pensions. They also offer selection of other advisers services. Garnett Investment Strategies has experience managing assets for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and 529 plans.

Garnett Investment Strategies

$126.61M

Assets Under Management

7

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GARNETT INVESTMENT STRATEGIES has a total of 1 branch locations across the country.
location

BEATRICE, NE

Advisors at Garnett Investment Strategies

View All 2 Advisors
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Paul Dean Garnett

RA

BEATRICE, NE

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Traci Danielle Garnett-froscheiser

RA

BEATRICE, NE

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Disclosures

There are no public disclosures for Garnett Investment Strategies.

Frequently Asked Questions (6)

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