Guardian Wealth Strategies offers personalized financial planning and investment management services. They work with individuals, executives, retirees, and participants in retirement plans. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, and plan for education and retirement. Guardian Wealth Strategies offers two levels of asset management services: Guardian Wealth Management and Guardian Portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees for Guardian Wealth Management. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Guardian Portfolios fees are billed at an annual rate of 1.25% of the assets being managed. Clients that accumulate more than $500,000 in this program may move to the Guardian Wealth Management program and to that billing structure.