Benjamin Pearce is a registered investment advisor at Guardian Capital, LLC, based in Wexford, PA, with 8 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 241 clients with $130M 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 $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The annual fee may be negotiable. When Guardian Capital uses Nucleus Model Marketplace to manage your assets, additional fees are incurred, ranging from 0.00% and 1.00% annually for strategist fees, up to 0.10% for administration, up to 0.15% for trading, and up to 0.05% for outsourced services.
Fee Estimator
Location
109 Vip Drive, Wexford, PA, 15090
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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 →Employment History
Current Registrations
Guardian Capital, LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
PNC InvestmentsBroker
PNC Investments
Edward Jones
Edward JonesBroker
State Registrations2 states
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