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The fee is billed in advance, is negotiable and has a $15,000 annual minimum.","source":"GARDE CAPITAL ADV PART 2, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Garde Capital use?","answer":"Garde Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.3B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Garde Capital have?","answer":"Garde Capital has 11 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Garde Capital invest in?","answer":"At the end of its last fiscal year, Garde Capital’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% U.S. government and agency bonds, 4% cash and equivalents, 2% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Garde Capital?","answer":"Garde Capital’s direct owners are Jeffery Lippens, Thomas Owens, Richard Severs and Marshal McReal, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Garde Capital get paid?","answer":"Garde Capital is paid through a percentage of assets under management, hourly charges and fixed fees. 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