Guardian Capital offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Guardian Capital may use Advyzon Investment Management LLC to manage client assets.
Assets Under Management$130M
Clients241
Advisors4
Avg. per Client$530K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
The annual fee may be negotiable. When Guardian Capital uses Nucleus Model Marketplace to manage your assets, additional fees are incurred, ranging from 0.00% and 1.00% annually for strategist fees, up to 0.10% for administration, up to 0.15% for trading, and up to 0.05% for outsourced services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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