Assets Under Management
$944.1M
Number of Clients
1,218
Number of Advisors
5
Average Client AUM
$775K
AUM per Advisor
$188.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Guardian Wealth Strategies, LLC (GWS) offers personalized financial planning and investment management services. They provide asset management through Guardian Wealth Management and Guardian Portfolios. GWS also offers financial planning and consulting services on a fixed-fee basis. They do not act as a custodian of client assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426