Gardiner Financial, Inc. manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Comprehensive financial planning is available for an ongoing monthly fee.
Assets Under Management$14M
Clients8
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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