Guardian Financial, Inc. offers investment management services through an agreement with Envestnet, which provides access to a network of third-party money managers. Guardian Financial uses client suitability information to select appropriate managers and portfolios. Client funds are sent to Envestnet, which executes trades. Guardian Financial can change managers and portfolios if needed. Tony Jerome Hansmann is the owner.
Assets Under Management$77M
Clients248
Advisors1
Avg. per Client$310K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is negotiable. Guardian Financial also uses Envestnet's Fund Strategist Network and All Solutions Network, where fees are bundled and vary depending on the third-party manager and assets invested. Accounts are subject to minimum annual platform fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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