FullGuards Financial provides financial planning and investment management services to individuals and qualified retirement plans. Financial planning covers various aspects of a client's financial life, including goal setting, investment strategies, and protection needs. Investment management services include portfolio construction and ongoing management based on client needs and objectives. Clients can choose discretionary or non-discretionary accounts.
Assets Under Management$7.1M
Clients16
Advisors1
Avg. per Client$440K
Avg. per Advisor$7.1M
Fee Structure
Minimum Investment:$500
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.20% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees may differ for legacy clients. Higher fees may apply for highly complex asset management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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