Gardius Wealth Advisors provides financial planning and investment management services to individuals, families, and other entities. Gardius creates tailored financial plans and manages investment portfolios, typically using mutual funds and exchange-traded funds. Gardius may recommend other professionals like lawyers or accountants, but clients engage them directly. Gardius does not share fees or commissions with these professionals.
Assets Under Management$460M
Clients414
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.75% |
| $10M+ | 0.60% |
The fee rate at each breakpoint applies to the entire account. Gardius Wealth Advisors will aggregate a client’s advisory accounts for purposes of determining the appropriate fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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