Wealth Guardian Advisory offers personalized financial planning and investment management. They help clients determine financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan estates. Investment advice is provided, but clients make the final investment decisions. Wealth Guardian Advisory also offers consulting on security selection and financial consulting on specific topics.
Assets Under Management$18M
Clients69
Advisors2
Avg. per Client$260K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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