Guardian Wealth Strategies manages investment portfolios and provides personalized financial planning for individuals and families, including executives and retirees. The firm offers two main levels of investment management: Guardian Wealth Management, which combines comprehensive financial planning with portfolio management, and Guardian Portfolios, designed for clients with less than $500,000 to invest. Guardian Wealth Strategies helps clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, fund education, and prepare for retirement and estate planning. The firm builds investment strategies based on each client's goals, time horizon, and risk tolerance, and acts in the client's best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Guardian Portfolios program charges a flat 1.25% annual fee for accounts under $500,000. Fees may be negotiable and accounts within the same household may be combined.