Guardian Capital Advisors Review


Trust Score 84%
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Guardian Capital Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 4 advisors. Guardian Capital Advisors manages $2 billion and provides investment advisory services for 3,723 clients (1:931 advisor/client ratio).

Clients will, typically, be charged between 0.30% and 1.50% per annum based on the market value of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 931 clients (industry average 1:50)
  • Firm has been federally registered for only 18 years

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Clients will, typically, be charged between 0.30% and 1.50% per annum based on the market value of assets under management.
Minimum Investment $400,000
Minimum Annual Fee $0
Average Account AUM $584,536
Hybrid Advisor Yes
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:931
Headquarters Toronto Ontario, Ml e Canada
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