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.
Assets Under Management$310M
Clients53
Advisors1
Avg. per Client$5.9M
Avg. per Advisor$310M
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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