| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426
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Learn about disclosures →Gregory is an indirect owner and insurance agent at Guardian Insurance Solutions, LLC, dedicating minimal time to this role. He is also an indirect owner of Guardian Tax L.L.C., spending no time on that business.