Guardant Wealth Advisors (GWA) provides financial planning, consulting, family office advisory, and retirement plan advisory services. GWA manages client investment portfolios on a discretionary or non-discretionary basis, allocating assets among various securities and independent investment managers. GWA also offers family office services, including wealth strategy, family governance, and liquidity planning. Retirement plan advisory services are offered to plan fiduciaries.
Fee Structure
Guardant Wealth Advisors offers investment management services for an annual fee, with a maximum of 2.00% of the assets they manage. The exact fee is agreed upon between you and your advisor and can vary based on the amount you invest, the complexity of the services, and the overall scope of your relationship with GWA. The fee is calculated quarterly, in advance, based on the market value of your investments. There is a minimum annual fee of $1,200.