Edward Guanill
Edward Guanill is a registered investment advisor at Guanill Wealth Management, based in Sacramento, CA, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guanill Wealth Management uses third-party money managers to manage client accounts. As a solicitor, Guanill Wealth Management receives a portion of the advisory fees charged by the third-party money manager. The client's fees are based on a percentage of the assets managed by the third-party money manager. For Strategic and Tactical Portfolios, the maximum annual advisory fee is 1.75%. For Allocation and Defined Outcome Portfolios, it's 1.70%. For Preservation Portfolios, it's 1.00%. These fees are negotiable and assessed quarterly.
Location
333 University Avenue, Suite 200, Sacramento, CA, 95825
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Regulatory History (1)
Regulatory
March 2012Other Business ActivitiesSells Insurance
Edward is the owner of Guanill Insurance Brokers, Inc. since 2006, selling life insurance and annuity policies, taking about full-time hours. He is also the owner of CA Coast Tax Services LLC since 2021, a seasonal tax preparation service, dedicating about 10% of his time.
Employment History
Current Registrations
Guanill Wealth Management
Previous Registrations
Springer Financial Advisors
Retirement Wealth Advisors, INC.
Springer Financial Advisors
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.