Guardia Capital refers individuals and high-net-worth individuals to third-party investment advisors. Guardia learns about a client's investment needs and recommends a suitable advisor. Guardia does not manage client assets but assists in establishing the advisory relationship. Guardia receives compensation from the third-party advisors for these referrals, which is disclosed to the client.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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