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Anthony Maheu

11 Years of Experience
St. Louis, MO
2 DisclosuresSells Insurance

Anthony Maheu is a registered investment advisor at Guardian Investment Management, LLC, based in St. Louis, MO, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 100 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
100 clients
Average Client Portfolio
$145K average
Assets Under Management
$14.5M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.55%
$100K - $250K1.50%
$250K - $1.0M1.40%
$1M+1.30%

These fees are for accounts managed through Orion Portfolio Solutions (OPS). Guardian retains 1.20% of the fee, with OPS receiving the remainder. Additional fees may be added depending on the strategy selected. The annual fee is negotiable. The minimum Annual fee billed will be $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3636 S. Geyer Road, Suite 100, St. Louis, MO, 63127

Get directions

History

Regulatory History (2)
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Criminal
October 2024
Final Disposition
Financial
September 2018
Final
Other Business ActivitiesSells Insurance

Anthony is a managing member and insurance broker at Guardian Wealth Management, LLC, dedicating about half of his time to this investment-related activity since 2012. Guardian Tax, LLC and Mad Dog Drivers, LLC are dormant entities with no current business activities.

Employment History
Current Registrations
Guardian Investment Management, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Guardian Wealth Management, LLC
December 2016 - August 2024 · 7 yrs 8 mos
Gradient Advisors, LLC
March 2015 - December 2016 · 1 yr 9 mos
Redhawk Wealth Advisors, INC.
January 2015 - March 2015 · 2 mos
State Registrations2 states
ILMO
Advisor

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
No exam information available for this advisor.
Anthony Maheu - Financial Advisor | TrueAdvisor