Guardian Wealth Advisors offers investment advisory services, including managing client accounts and providing financial planning. They review client risk and return objectives and create comprehensive financial plans. Guardian Wealth Advisors uses stocks, exchange-traded funds, and mutual funds to meet portfolio equity and fixed income holding positions. They may allocate assets to independent investment managers and provide account reporting services.
Fee Structure
Guardian Wealth Advisors charges an annual management fee for investment advisory services, generally charged quarterly in advance. The fee is based on the market value of the account. The fees may be negotiable.
The tiered fee schedule for discretionary investment advisory services is:
- Initial $250,000 - $2 million: 0.90%
- Next $2 million - $5 million: 0.75%
- Next $5 million +: 0.60%
The tiered fee schedule for non-discretionary investment advisory services is:
- Initial $250,000 - $5 million: 0.90%
- Next $5 million - $10 million: 0.80%
- Next $10 million - $20 million: 0.70%
- Next $20 million +: 0.60%
Guardian Wealth Advisors generally imposes a minimum fee of $2,250. Therefore, if a client maintains less than $250,000 of assets under management, the client will pay a higher percentage annual fee than the 0.90% referenced in the tiered fee schedule.