Gaard Capital offers investment advice to wealthy individuals, families, and charities. Gaard provides customized investment strategies and manages portfolios using stocks, bonds, ETFs, and mutual funds. Gaard uses model portfolios as a starting point, but tailors them to each client's specific needs. Gaard does not offer advice on alternative investments like private equity or real estate.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee may be negotiable at Gaard's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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