Guardian Wealth Management Fees & Minimum

Overview

Headquarters: Chattanooga, TN
Total Firm Assets: $411 million
Average High-Net-Worth Client Portfolio Size: $2.8 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: GWM - FIRM BROCHURE (2026-07-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.75%
$2,000,001	and above	Negotiable

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 84.53%
Number of High-Net-Worth Clients: 122
Total Client Accounts: 1,213
Discretionary Accounts: 1,161
Non-Discretionary Accounts: 52

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 118668

GWM - FIRM BROCHURE (2026-07-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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