Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
GWS charges fees based on a percentage of assets under management and fixed fees. For Guardian Wealth Management, fees are tiered based on AUM. For Guardian Portfolios, the fee is 1.25% annually. Financial planning has a maximum fixed fee of $1,500. ERISA plan services fees will not exceed 1% annually and are negotiable. GWS requires a $500,000 account minimum for the Guardian Wealth Management program, which may be waived at GWS's discretion.
Areas of Practice
Advisor Information
Office location
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an indirect owner and insurance agent at Guardian Insurance Solutions, LLC, dedicating minimal time to this role. He is also an indirect owner of Guardian Tax L.L.C., spending no time on that business.