At Guardian Plus we offer three Tiers of Portfolio Strategies. Our Tier One is our most cost effective portfolio offering the lowest management fees. Tier Two offers more customized portfolios and Tier Three is completely individualized to specific investor needs. We offer three Tier One Portfolios to fit your needs: Conservative Plus+Portfolio, Balance Plus+Portfolio and our Growth Plus+Portfolio, all have a management fee of only 0.25% per year.
These management fees are the only sources of revenue for our company; we at Guardian Plus do not receive any other commission or bonuses from any of your accounts. There are no set-up fees, no administration fees and no other hidden costs associated with the management of your portfolios.*
‘Make sure you know whose interests your investment advisor has is mind’
A typical investment manager charges fees of 1% per year or more, plus administrative and other hidden costs. Guardian Plus is committed to charging you a fair price. High investment manager fees still dominate the investment market, because investors do not know that other low-cost alternatives like Guardian Plus exist. We feel these other fees are frivolous considering the advancements in technology now available to the investment management industry and are committed to passing that savings on to you and your portfolio.
All investments, funds, bonds, stocks, etc. selected are scrupulously researched to ensure the best overall asset allocation and return to risk ratio. Also, we maintain low trading costs with Charles Schwab so that transactions fees have the least affect on your bottom line. We are passionate about our commitment to low costs, researching the best possible investments and maintaining a high level of service, thus providing you with an unsurpassable value for your money.
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