Gardius Wealth Advisors offers personalized investment management and financial planning services for individuals, families, and businesses. Gardius Wealth Advisors builds long-term portfolios primarily using mutual funds, exchange-traded funds, and individual stocks, tailoring strategies to balance safety, income, growth, risk, and taxes. The advisory process typically begins with creating a comprehensive financial plan that covers cash flow, tax analysis, retirement projections, insurance needs, estate planning coordination, and education funding. Gardius Wealth Advisors takes discretionary authority to manage portfolios according to each client's goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees apply to the entire account balance, not just the incremental tier. Gardius Wealth Advisors aggregates related accounts for fee calculations.