Guardian Investment Management

View SEC Summary

Assets Under Management

$310.3M

Number of Clients

Number of Advisors

Avg. Portfolio per Client

$5.9M

Avg. Managed per Advisor

$310.3M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Guardian Investment Management (GIM) offers investment advice, managing security accounts using a custodian selected by the client. GIM invests in stocks, bonds, and short-term instruments, and may use mutual funds or ETFs in smaller accounts. GIM operates under an Investment Management Agreement that can be terminated with written notice. GIM focuses on preservation of capital and protection from inflation.

Fee Structure

Minimum Investment:$1M

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $2.0M	1.00%
$2M+	0.75%

Fees are negotiable, depending on the equity/bond allocation in the portfolio.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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View Full SEC Brochure

Areas of Practice

Investment Management

Location

1120 Mar West St., Suite D, Tiburon, CA, 94920