Guardian Wealth Management, Inc. was founded in 2010 and is based in Peoria, Illinois. The firm offers two main types of services: ongoing investment management and one-time investment planning. For investment management, Guardian Wealth Management builds customized portfolios based on a personalized Investment Policy Statement, which takes into account your time horizon, risk tolerance, and personal goals. For clients who prefer to manage their own money, Guardian Wealth Management provides a one-time investment plan for a fixed fee. The firm also coordinates with your accountant and estate planning professionals to help ensure your investments align with your tax and estate planning needs. Guardian Wealth Management works with individuals, high-net-worth families, trusts, retirement plans, charities, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Guardian Wealth Management states a maximum annual advisory fee of up to 2.00%, which is negotiable for a lower rate depending on your needs and at the advisor's discretion.