Guardian Wealth Management, Inc.

Guardian Wealth Management, LLC is a registered investment adviser specializing in Asset Management and Financial Planning & Consultations. Established in 1997, the firm tailors investment strategies to individual client needs, focusing on continuous account supervision and creating portfolios with ETFs and mutual funds. For Asset Management, fees range from 0.75% to 1.50% annually based on account value, while Financial Planning & Consultations are charged hourly or flat fees. The minimum initial investment for asset management is $500,000, with an annual advisory fee of $5,000. The firm manages $340,429,000 on a discretionary basis and $2,669,000 on a non-discretionary basis. Clients have the option to grant investment discretion, allowing the firm to execute transactions on their behalf. Guardian Wealth Management acts as a fiduciary, placing clients' interests first and maintaining high ethical standards. The firm does not charge performance-based fees and does not offer wrap fee programs. Clients receive quarterly account statements directly from custodians, ensuring transparency and security. Guardian Wealth Management does not use client brokerage commissions for soft dollar benefits and does not pay referral fees for client referrals. The firm's proxy voting policies prioritize clients' interests, with detailed records maintained and available upon request. Clients can obtain a copy of the firm's proxy voting policies and procedures by contacting the Chief Compliance Officer.