Question 1

What fees does Financial Guard charge?

Accepted Answer

Financial Guard uses a fee-only model. This means Financial Guard 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... Learn More at SuperMoney.com

Question 2

What management fees does Financial Guard charge?

Accepted Answer

Financial Guard charges an annual management fee that averages out at 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... Learn More at SuperMoney.com

Question 3

What are the investment expense ratios of Financial Guard?

Accepted Answer

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... Learn More at SuperMoney.com

Question 4

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

Accepted Answer

Financial Guard offers the following types of assets and account types. Financial Guard does not offer any of the investment vehicles that we track.

Question 5

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

Accepted Answer

The minimum amount to open an account with Financial Guard is $$5,000.

Financial Guard Investment Advisor

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