Guanill Wealth Management provides financial planning and investment advice. They do not sell commissioned products. They offer financial planning on a fixed-fee basis, covering wills, estate plans, investments, taxes, and insurance. They also act as a solicitor for third-party money managers, receiving fees from them. The firm's president is also an insurance agent.
Fee Structure
Guanill Wealth Management uses third-party money managers to manage client accounts. As a solicitor, Guanill Wealth Management receives a portion of the advisory fees charged by the third-party money manager. The client's fees are based on a percentage of the assets managed by the third-party money manager. For Strategic and Tactical Portfolios, the maximum annual advisory fee is 1.75%. For Allocation and Defined Outcome Portfolios, it's 1.70%. For Preservation Portfolios, it's 1.00%. These fees are negotiable and assessed quarterly.