Guardian Advisors offers personalized financial planning and investment management services. They help clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Guardian is also licensed to sell annuities, insurance, stocks, bonds, and mutual funds. Investment advice is provided with the client making the final decision.
Assets Under Management$2.7M
Clients3
Advisors1
Avg. per Client$890K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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