Fees
Transparency is our priority; we provide a clear and straightforward fee structure, ensuring you understand the value of our personalized financial guidance every step of the way.
Guardian Wealth Advisors
Your Fee-Only Partners
After the development and approval of a personalized investment strategy consistent with your financial goals, we provide ongoing, fee-only discretionary investment advisory services.
Included in our management fee, and as part of our service, we provide advice and counsel regarding your current and future needs, review your company retirement plan, conduct mortgage assessments and reviews of insurance policies.
Our Tiered Fee Schedule
For New Clients Seeking Discretionary Investment Advisory Services
This fee is negotiable depending on a number of factors including but not limited to size of the account, the scope of services provided, and the type of assets being managed. For these services, we generally impose a minimum annual fee of $4,500 and generally require a minimum asset level of $500,000. Please see our ADV Part 2, Item 5 for a more complete description of fees and costs related to these services.
Assets | Annualized Fee |
$250,000 - $2,000,000 | 0.90% |
$2,000,000 - $5,000,000 | 0.75% |
$5,000,000 + | 0.60% |