Guardian Wealth Management, LLC
Assets Under Management
$343.1M
Number of Clients
334
Number of Advisors
4
Average Client AUM
$1.0M
AUM per Advisor
$85.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Guardian Wealth Management, LLC offers asset management, creating portfolios of ETFs and mutual funds tailored to client needs. They also provide financial planning and consultation services covering investment, retirement, estate, tax, education, and real estate planning. Plans are typically completed within three months.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for assets exceeding $2,000,000.
Fee Estimator
Asset management fees are based on a percentage of your portfolio's value. For financial planning and consultations, fees are charged hourly ($200/hour, $200 minimum) or as a flat fee (e.g., $2,000 for a comprehensive financial plan). Asset management fees are negotiable for assets exceeding $2,000,000. A minimum account balance of $500,000 is required for asset management.
Areas of Practice
Location
6151 Shallowford Road, Suite 102, Chattanooga, TN, 37421-7803