WealthGuard Advisors offers investment advice to high net worth individuals, charitable organizations, and corporations. Services include portfolio management (both discretionary and non-discretionary), financial planning (either with portfolio management or as a standalone service), and advisory consulting on specific financial topics. WealthGuard Advisors may also recommend third-party money managers. Financial planning covers investment, education, retirement, estate, and insurance planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
The advisory fee is negotiable, depending on individual client circumstances. Clients who engage WealthGuard Advisors for portfolio management services will receive complimentary financial planning at no additional cost. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.