Commonwealth Guardians provides investment management services through a program with Orion Portfolio Solutions (OPS). They help clients determine their investment goals, risk tolerance, and time horizon. Commonwealth Guardians monitors account performance. Clients authorize Commonwealth Guardians to make investment decisions for them. Commonwealth Guardians also offers insurance products for a commission.
Assets Under Management$15M
Clients96
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Clients also pay additional fees to Orion Portfolio Solutions (OPS), which range from 0.10% to 0.35% for administration, a minimum of $75 per year, and 0.0% to 0.50% for strategist fees. The total fees will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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