Michael Woomer is a registered investment advisor at Guardian Wealth Partners, LLC, based in Pittsburgh, PA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.23% |
| $100K - $250K | 0.21% |
| $250K - $500K | 0.18% |
| $500K - $1.0M | 0.16% |
| $1.0M - $2.0M | 0.13% |
| $2.0M - $5.0M | 0.11% |
| $5M+ | 0.08% |
Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.
Fee Estimator
Location
244 Boulevard of the Allies, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Guardian Wealth Partners, LLC
Previous Registrations
Carnegie Investment Counsel
State Registrations1 state
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Exams
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