Guardian Partners Inc. (GPI) offers specialized investment solutions for wealthy individuals, families, and institutions. GPI provides discretionary portfolio management services. GPI tailors its investment services to a client’s individual needs, with the Investment Policy Statement (IPS) as the primary guide for portfolio construction.
Fee Structure
Guardian Partners Inc. (GPI) has two divisions, GP and GCA, with different fee structures.
GP Division: Fees are calculated based on a percentage of portfolio assets:
- First $25 Million: 0.40% per year
- Next $25 Million: 0.25% per year
- Thereafter: 0.10% per year
The minimum annual fee for Discretionary Management Services and Investment Advisory Services, in aggregate, is $40,000 Canadian.
GCA Division: Clients are typically charged between 0.75% and 1.25% per year based on the market value of assets under management. Clients are charged a minimum quarterly fee of $3,125 Canadian for their Account Assets invested on a segregated basis.