Guardian Wealth Management (GWM) offers ongoing portfolio management based on your individual goals and risk tolerance. GWM creates a plan to help select a portfolio that matches your specific situation. GWM also offers financial planning services covering topics like retirement, education, insurance, and tax planning. GWM limits its money management to mutual funds, equities, bonds, and other securities.
Assets Under Management$170M
Clients131
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and can vary based on factors such as assets under management and complexity of the client's situation. Some clients are charged more than 0.75% on assets exceeding $1,000,000 and some clients are charged less than 0.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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