Guardian Wealth Advisors (GWA) offers investment advisory and financial planning services to individuals, high net worth individuals, retirement plans, charitable organizations, and other entities. GWA develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. GWA manages client investment portfolios on a discretionary or non-discretionary basis and may recommend third-party investment advisors or model portfolio providers. GWA also offers financial planning services that address areas such as cash flow, retirement, education, estate, and tax planning.
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.