Gajardo Wealth Management is a registered investment advisor located in Lehi, Utah, founded in 2024. The firm provides personalized investment management and financial planning services to individuals, high net-worth individuals, and retirement plans. Investment strategies rely on Modern Portfolio Theory, fundamental analysis, and asset allocation, utilizing stocks, bonds, mutual funds, exchange-traded funds, and third-party managers or model marketplaces. Financial planning covers comprehensive areas such as retirement planning, tax strategies, business planning, cash flow management, estate planning, insurance review, and education funding. Gajardo Wealth Management operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or third-party product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.35% |
Fees are negotiable at the firm's discretion for friends, family, existing clients, or anticipated future assets.
