Garnett Investment Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,456,644
Clients
262
16% high-net worth
Advisors
2
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
131
Very HighAverage account size
$349,071
About
Primary Wealth Management, LLC dba Garnett Investment Strategies provides discretionary investment management and retirement‑plan consulting to individuals, trusts, estates, charitable organizations, corporations and employer retirement plans. The firm also assists clients in selecting and monitoring third‑party managers and offers access to Envestnet’s UMA, APM and mutual fund/ETF platforms.
Garnett employs an active, total‑portfolio approach that combines fundamental, technical and cyclical analysis with a proprietary reversion‑to‑the‑mean model to tilt portfolios toward undervalued asset classes and styles. Accounts are typically managed on a discretionary basis, the firm acknowledges ERISA fiduciary responsibilities when advising plans, and it offers complimentary ongoing reviews of 529 accounts with trade‑only (Level 2) access.
A noteworthy feature is the firm’s affiliation with Garnett Insurance Solutions, LLC; advisors are licensed to sell life and long‑term care insurance, may receive commission compensation (disclosed), and reportedly devote roughly 5% of their time to commission insurance activities, which the brochure identifies as a conflict of interest and discloses mitigation steps and additional client documentation. The brochure also discloses a solicitor relationship involving one referred account to CLS Investment, LLC that generates a continuing referral payment (0.80% annually) and that Envestnet bills and collects fees for clients on its platforms.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.44% $1,000,000 - $2,000,000: 1.32% $2,000,000 - $3,500,000: 1.20% $3,500,000 - $5,000,000: 1.08% $5,000,000+: 0.80%
Fee-only: Fee-based advisor, fees based on assets under management, monthly or quarterly billing.
Main office location
Garnett Investment Strategies
2630 Eastside Blvd.
Beatrice NE 68310, United States
Number of offices
1
Most active in
Arizona · Florida · Iowa · Kansas · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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