Gregory Gassert
Gregory Gassert is a CFP-designated registered investment advisor at Guardian Wealth Strategies, LLC, based in Minneapols, MN, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,273 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Guardian Portfolios program charges a flat 1.25% annual fee for accounts under $500,000. Fees may be negotiable and accounts within the same household may be combined.
Fee Estimator
Location
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Guardian Wealth Strategies, LLC
Previous Registrations
Tiaa-Cref Advice and Planning Services
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kyle Thomas, CFPGuardian Wealth Strategies, LLC