Guardian Capital LP manages investment portfolios for institutions, wrap programs, and model-based clients. Guardian's services include managing domestic and foreign securities, corporate debt, and other investments. For some strategies, Guardian uses its London-based affiliate, GuardCap Asset Management Limited. Clients can choose separately managed accounts, private funds, or mutual funds. Wrap account clients pay a single fee to the program sponsor, which includes investment management, transaction expenses, and operational fees.
Assets Under Management$10B
Clients129
AdvisorsN/A
Avg. per Client$79M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.28% |
Fee schedule is for Canadian Focused Equity. Lower fee schedules may be maintained for wrap, Unified Managed Account (UMA), and dual contract programs and platforms.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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