Guardian Plus Inc. is a registered investment advisor that specializes in wealth planning and managing investment portfolios for individuals and corporations. They focus on diversification through asset allocation to minimize risk and enhance returns. Guardian Plus Inc. offers personalized service with assigned key personnel to each account. They also provide monitoring and consulting services for assets managed elsewhere.
Assets Under Management$12M
Clients21
Advisors1
Avg. per Client$560K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This rate is for Tier One Plus+Portfolios. Other tiers have higher rates. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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