Guardant Wealth Advisors (GWA) provides financial planning, consulting, family office advisory services, and retirement plan advisory services. GWA manages client investment portfolios on a discretionary or non-discretionary basis, allocating assets among various securities including mutual funds, ETFs, individual debt and equity securities, privately placed securities, and independent investment managers. GWA also offers family office services including wealth strategy, family governance, and liquidity planning. For retirement plans, GWA offers ongoing investment monitoring and non-discretionary recommendations to plan fiduciaries.
Fee Structure
GWA offers investment management services for an annual fee based on the amount of your portfolio. GWA does not have a set fee schedule, instead charges a maximum annual advisory fee of 2.00% that is agreed upon with the client. The fee will vary depending on the negotiated agreement between you and your Investment Advisor Representative. There is a minimum flat or fixed fee of $1,200 per year to maintain an account.