Guardian Asset Advisors offers investment management and financial planning services to individuals, families, and businesses. As a fiduciary, Guardian Asset Advisors aims to understand clients' financial goals and risk tolerance to create tailored investment strategies. Services include asset management, financial planning, and retirement plan consulting. Guardian Asset Advisors also utilizes third-party money managers and the Osaic Wealth Managed Opportunities Program.
Assets Under Management$250M
Clients822
Advisors8
Avg. per Client$300K
Avg. per Advisor$31M
www.sentinelintegratedplanning.com ·www.linkedin.com/in/jaygiordano ·www.facebook.com/marrazzofinancialgroup
Fee Structure
Minimum Investment:$250
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.65% |
| $750K - $1.2M | 1.50% |
| $1.3M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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