Assets Under Management
$343.1M
Number of Clients
334
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$85.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Guardian Wealth Management provides asset management and financial planning & consultation services. Asset management emphasizes continuous account supervision, primarily using ETFs and mutual funds. Financial planning covers investment, retirement, estate, tax, education, and insurance planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for assets exceeding $2,000,000.
6151 Shallowford Road, Suite 102, Chattanooga, TN, 37421-7803