Guardian Brothers Capital LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and may recommend unusually risky investments. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Financial planning is charged as a fixed fee or hourly rate.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 1.00% |
For qualified clients, there is also a performance-based fee of 2.00% of assets under management plus 20.00% of capital appreciation. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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