Guardian Solutions offers portfolio management and financial planning services. For portfolio management, clients can choose discretionary or non-discretionary management. Guardian Solutions evaluates a client's financial condition and risk tolerance to tailor recommendations. Financial planning services include comprehensive financial plans, annual reviews, and separate consultations. Rafik Ghazal is the owner and CEO.
Assets Under Management$1.2M
Clients8
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1M+ | 1.75% |
Management fee may be negotiable in certain situations when other forms of compensation are involved.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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