Guardian Wealth Management provides investment advice and financial planning to individuals and high net worth individuals. Their services include asset management using exchange traded funds and mutual funds, and financial planning covering investment, retirement, estate, tax, education, and real estate planning. They tailor investment advice to individual client needs.
Assets Under Management$410M
Clients348
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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