Guardian Wealth Management provides personalized investment management and financial planning services for individuals and high-net-worth clients. Guardian Wealth Management builds customized portfolios based on each client's specific goals, risk tolerance, and time horizon, utilizing a range of investments including mutual funds, stocks, bonds, exchange-traded funds, and alternative investments. In addition to ongoing portfolio management, Guardian Wealth Management offers comprehensive and modular written financial plans covering areas such as retirement planning, tax strategies, estate planning, education funding, and insurance analysis.
Assets Under Management$170M
Clients131
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and can vary based on asset size, number of accounts, and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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