Guardian Wealth Advisors offers discretionary and non-discretionary investment management, personalized financial planning, and retirement plan consulting. The firm helps clients build customized portfolios using mutual funds, exchange-traded funds, and individual securities, following a systematic approach to participate in market gains while managing drawdowns. Guardian Wealth Advisors works with individuals, high-net-worth clients, business owners, retirement plans, and charitable organizations.
Assets Under Management$2.7B
Clients2,262
Advisors33
Avg. per Client$1.2M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Typical range of fees is between 0.30% and 1.50% depending on account size, services provided, and negotiation. Fees are individually negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
33 Advisors at this firm
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