We are a fee-only Registered Investment Adviser headquartered in Tampa, Florida serving clients nationwide (from Florida to Hawaii). We provide financial planning and investment management services according to fiduciary standards set by the CFA Institute with no hidden fees.
Unlike large corporate financial institutions whose first responsibility is to their shareholders, our first responsibility is to our clients. We put our clients first and do what is right for them. We do not hold back advice or adjust our recommendations to make a sale or retain assets. We believe in advising our clients in how best to accomplish their goals and dreams even if it means losing them as a client.
|Firm Start Year:||2003|
|Name of Broker/Dealer:||Fidelity|
|Name of Custodial Firm:||Fidelity|
|States Licensed in:||FL, MT|
|Number of Years with Current Firm:||20|
|Work Experience:||Garrison Urette has over 35 years of experience in the finance industry. His past experience in financial services includes managing/analyzing over a billion dollars in assets for Dwight Asset Management. In addition to managing portfolios at Dwight, he also managed financial portfolios at Merrill Lynch in Atlanta. Garrison Urette's experience also extends into the banking industry where he served at Florida Federal Savings & Loan and SunTrust. Similarly, he has international experience serving as the President of the National Development Bank of the Republic of Palau.|
|I work with the following types of clients:||Individual Investors, Businesses, Trusts, 401(K) Plans, Court Appointed Reciever|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning|
|Investment Types:||Bonds, Mutual Funds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via Phone, Via Email, At your home, At my office, Our Offices, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Variable Annuity, Variable Life|
|Firm's Number of Clients:||35|
|Firm's Number of Planning Clients:||23|
|Firm's Number of Managed Clients:||35|
|Assets Managed by Firm:||$35,000,000|
|Advisor's Number of Clients:||35|
|Advisor's Number of Managed Clients:||35|
|Advisor's Number of Planning Clients:||23|
|Assets Managed by Advisor:||$35,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500,000.00|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1.00%|
|Additional Details on Charges:||Fees are charged in arrears on a quarterly basis. Fees are deducted by the custodian from the investment account and are prorated.|
|Organization:||Tampa Performing Arts Center Tampa, Florida|
|Position :||Board Member|
|Organization:||The Producers Group Tampa, Florida|
|Organization:||TPNOC Tampa, Florida|
|Bachelor of Science - Quantitative Methods of Business||
University of Florida - Gainesville Florida
|Masters of Business Administration - Finance||
University of Tampa - Tampa, Florida
Our hours of operation are subject to change. Please call us anytime and we will strive to get back to you in less than 24 hours.
Gar Urette, CFA has over 35 years of financial services and industry experience with a focus on asset allocation, portfolio management, and planning for his clients. Mr. Urette's clients include high-net-worth individuals, corporate executives, trusts, corporations, and 401(k) plans. He works with his clients to build and customize diverse strategies suited to their specific risk tolerance and consistent with their short- and long-term goals, using a range of asset classes that include fixed income, equities, foreign investments, real estate, and alternatives. Gar also has significant experience in serving people in the process of divorce.
Gar started Garrison Asset Management after serving as the President of the National Development Bank of the Republic of Palau. After almost a decade of working with Wall St. firms managing a billion dollars in assets, Gar Urette accepted a life-changing position as the President of the National Development Bank of the Republic of Palau. Arriving in Palau in the late 1990s, he was surprised to find that the local population had no access to traditional investments. CDs and savings accounts through local banks were their only investment options. Mr. Urette saw how much this limited the local populaces ability to grow wealth, save for retirement, create capital to start a business or fund a college education for their children. In short, the lack of investment options limited the development of the Country and its people. To correct this, Gar started Garrison Asset Management (GAM) to provide an opportunity to access basic diversified mutual funds from some of the largest US-based mutual fund companies.
Today GAM's services have expanded greatly beyond mutual fund distribution in Micronesia. GAM expanded to provide financial planning and investment management on a fee-only basis according to the fiduciary standard set by the CFA Institute. Utilizing Fidelity's Wealth Central, MorningStar Office, and Bond Trader Pro, GAM now provides a full range of planning and portfolio management services.
On the personal side, The Tampa Bay Performing Arts Center and Producers Group have both benefited from Garrison Urette serving on the Board of Directors. He was in the Leadership Tampa Class of 2010 and is actively involved in Make-A-Wish, the Audubon Society, and Tampa Theater. He was also a three-time Masters National Champion in Olympic Sprint Kayaks. Garrison Urette holds a Bachelor of Science in Quantitative Methods of Business from the University of Florida, Masters in Business Administration from the University of Tampa, and is a CFA® Charterholder. Also, his work has been published in the professional journal Monograph and quoted in the Handbook of Fixed Income Securities by Frank J. Fabozzi.
|Sun.||9:00 AM - 6:00 PM|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 6:00 PM|