Guardian Capital Group works with clients to define financial objectives and develop strategies to reach those objectives. Guardian's services include investment management, financial planning, and consulting services. Guardian may recommend other professionals, such as attorneys and accountants, at the client's request. Investment management services are tailored to the individual needs of clients.
Assets Under Management$12M
Clients54
Advisors1
Avg. per Client$230K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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