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  Financial Guard Investment Advisor

Financial Guard Investment Advisor

in Investment Advisors from Financial Guard

Unaffiliated

Financial Guard Investment Advisor

Unaffiliated

in Investment Advisors from Financial Guard

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Highlights
Minimum Initial Investment $5,000
Management Fee 0.5%

Financial Guard Investment Advisor Review

Financial Guard Investment Advisor is founded in 2008 and based in Salt Lake City, UT.

Financial Guard Investment Advisor Pros & Cons
The Good The Bad
  • Broad selection of account types.
  • Competitive investment expense ratios.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Limited investment options.
Financial Guard Investment Advisor FAQ

What fees does Financial Guard Investment Advisor charge?

Financial Guard Investment Advisor uses a fee-only model.

This means Financial Guard Investment Advisor gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Financial Guard Investment Advisor Fees
Description
Annual Fee N/A
Monthly Fee $0
Management Fee 0.5%
Fee Based? Yes
Account Transfer Fee N/A
Account Termination Fee N/A
Investment Expense Ratios N/A

What management fees does Financial Guard Investment Advisor charge?

Financial Guard Investment Advisor charges an annual management fee that starts at 0.5% and ranges up to 0.5%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Financial Guard Investment Advisor?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Financial Guard Investment Advisor does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does Financial Guard Investment Advisor support?

Financial Guard offers the following types of assets and account types.

Accounts Supported Options
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Rollover IRA
  • SEP IRA
  • Trusts
  • Custodial Accounts

Financial Guard does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with Financial Guard Investment Advisor?

The minimum amount to open an account with Financial Guard Investment Advisor is 5000.
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Contact

  • Headquarters
  •   1952 East Fort Union Blvd
    Suite 200
    Salt Lake City, UT 84121 USA
  •   Visit Site

About Financial Guard Investment Advisor

Feature Breakdown

Monthly Fee $0
Fee Based  
Management Fee 0.5%
Minimum Initial Investment $5,000
Accounts Supported
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA

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