Annick Rodarte
Annick Rodarte is a registered investment advisor at Wealth Guardian Advisory, PLLC, based in Gilbert, AZ, with 8 years of industry experience. Annick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 69 clients with $18M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1757 E Baseline Road, Suite 118, Gilbert, AZ, 85233
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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 →Other Business ActivitiesSells Insurance
Annick is an employee of Wealth Guardian Group, providing insurance sales and service, tax & accounting, and legal document preparation. This takes about half of Annick's time.
Employment History
Current Registrations
Wealth Guardian Advisory, PLLC
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.