Guardian Wealth Strategies, LLC
Assets Under Management
$944.1M
Number of Clients
1,218
Number of Advisors
5
Average Client AUM
$775K
AUM per Advisor
$188.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Guardian Wealth Strategies, LLC (GWS) provides personalized financial planning and investment management services to individuals, executives, retirees, and participants in qualified plans. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
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
Location
6465 Wayzata Blvd, Ste 230, Minneapols, MN, 55426