Garrison Asset Management, LLC, headquartered in Fayetteville, AR, is a small investment advisory firm with a strong track record in managing assets. With a total of four dedicated professionals, three of whom specialize in providing comprehensive investment advisory services, the firm offers a personalized approach to wealth management. Garrison Asset Management stands out in the industry, as their average assets under management per investment advisor amount to approximately $370,490,000, surpassing the industry average.
The firm's compensation structure is designed to align the interests of clients and advisors, incorporating various types of fees. This includes a percentage of assets under management, fixed fees, and performance-based fees, ensuring that advisors are motivated to achieve optimal results for their clients.
Garrison Asset Management serves a diverse client base, boasting over 220 individual clients and managing assets totaling more than $277,797,000. While 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise to manage employer funds. A significant majority of the assets they manage, 96%, are under discretionary management, highlighting their expertise and ability to make informed investment decisions on behalf of their clients.
With a single office in Fayetteville, Garrison Asset Management is deeply rooted in the local community. The firm takes pride in its experienced team, with long-tenured advisors such as James Bell, Kerry Bradley, and Glenn Atkins. These professionals bring a wealth of knowledge and expertise to the firm, further strengthening its ability to deliver exceptional investment advisory services.