Jeffrey Link is a registered investment advisor at Guardian Wealth Advisors, LLC, based in Raleiegh, NC, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,683 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWA's investment advisory fees are individually negotiated with each client. The typical range is between 0.30% and 1.5% of the account value, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee. If GWA uses outside managers or platforms, those fees are added to GWA's fees. Fees can be paid monthly or quarterly, in advance or arrears.
Location
1122 Oberlin Rd, Suite 210, Raleiegh, NC, 27605
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the author of "Protecting the Pig," a book published in 2020 with the goal of attracting new clients and speaking opportunities. He spends a few hours per week on this activity.
Employment History
Current Registrations
Guardian Wealth Advisors, LLC
Previous Registrations
Aptus Capital Advisors, LLC
Gordon Asset Management, LLC
Guardian Capital Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
Powelljohnson
Legg Mason Wood Walker INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.