Guardsman Private Capital Management provides investment management and family office services to ultra-high net worth individuals, families, charitable organizations, trusts, individual retirement accounts, estates, and private entities. Services include portfolio management, financial planning, estate and wealth transfer planning, and investment manager due diligence. Guardsman is a fee-only firm and does not receive commissions.
Assets Under Management$160M
Clients33
Advisors2
Avg. per Client$4.9M
Avg. per Advisor$81M
Fee Structure
Minimum Annual Fee:$25,000
Guardsman does not have a standard fee schedule. Fees are based on a percentage of assets under management, hourly charges, or a fixed annual retainer. Fees are negotiable and may vary based on the client's complexity and requirements. There is a $25,000 per year minimum fee, which may be waived.
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