| 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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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 →Benjamin is an insurance agent and indirect owner at Guardian Insurance Solutions, LLC, dedicating a few hours per week to fixed insurance sales. He is also an indirect owner of Guardian Tax L.L.C., a tax company, but spends no time on this activity.