Guardian Wealth Management offers investment advisory services where they manage client investments and investment planning services where they provide a one-time investment plan for a fixed fee. They tailor their services to individual client needs by gathering information about their objectives, goals, risk tolerance, and net worth. They do not participate in wrap fee programs.
Assets Under Management$290M
Clients190
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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