Guaranty Private Wealth offers investment management services, creating customized portfolios based on a client's financial goals and risk tolerance. They invest in equities, fixed income, cash, and alternative investments. Clients can choose discretionary or non-discretionary management. Guaranty Private Wealth also provides financial planning services, including retirement planning, tax strategies, and estate planning. These services are offered to individuals, families, and institutions.
Assets Under Management$73M
Clients39
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees may be individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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