Our Business Model
Transparency in how we operate, serve our clients, and sustain our business.
Who We Are
Guardian Wealth Management, LLC is a registered wealth management and financial consulting firm headquartered in St. Louis, Missouri. We are committed to providing personalized financial services to individuals and families seeking expert guidance in building, protecting, and managing their wealth.
As a fiduciary, we are legally and ethically bound to act in our clients' best interests. This commitment forms the foundation of everything we do.
What This Website Is
This website serves as an informational resource and a point of contact for individuals seeking wealth management and financial consulting services. It provides details about our services, company background, and contact information to help potential clients learn about how we can assist them with their financial needs.
The website is designed to be transparent about who we are, what we offer, and how we operate.
Who This Website Is For
Our website and services are designed for:
Individual Investors
People seeking professional guidance for personal investment and wealth management.
Families
Families looking to build, protect, and transfer wealth across generations.
Pre-Retirees and Retirees
Individuals planning for or currently in retirement who need comprehensive financial planning.
Business Owners
Entrepreneurs seeking succession planning, business financial strategies, and personal wealth management.
How We Generate Revenue
Guardian Wealth Management generates revenue primarily through management fees. Our fee structure is designed to be transparent and aligned with our clients' success.
Fee-Based Compensation
We charge a percentage of assets under management (AUM) as our primary compensation model. This means our revenue grows when your portfolio grows, aligning our interests with yours.
| Service Type | Fee Structure | Description |
|---|---|---|
| Asset Management | Percentage of AUM | Annual fee based on the value of managed assets, typically ranging from 0.5% to 1.5% |
| Financial Planning | Flat Fee or Hourly | One-time or ongoing planning fees for comprehensive financial planning services |
| Consultation Services | Hourly or Project-Based | fees for specific financial consulting engagements |
No Hidden Fees
We believe in complete transparency. All fees are disclosed upfront and documented in our client agreements. We do not receive commissions for recommending specific products, ensuring our advice remains objective.
Data We Collect and Why
To provide our services effectively, we collect and process certain information about our clients and website visitors. Below is a summary of the data we collect and the purposes for which it is used:
| Data Type | Purpose | Legal Basis |
|---|---|---|
| Contact Information (Name, Email, Phone, Address) | Communication, account setup, service delivery | Contract performance, legitimate interest |
| Financial Information (Income, Assets, Goals) | Providing personalized financial advice | Contract performance |
| Identification Documents | Identity verification, regulatory compliance | Legal obligation |
| Website Usage Data | Improving user experience, analytics | Legitimate interest, consent |
| Communication Records | Service documentation, regulatory compliance | Legal obligation, legitimate interest |
How We Protect Your Data
We implement industry-standard security measures to protect your personal and financial information. This includes encryption, secure data storage, restricted access controls, and regular security audits. For more details, please review our Privacy Policy.
Questions?
If you have any questions about our business model, fee structure, or data practices, please contact us:
Contact Us
Email: info@guardianwealth.net
Phone: +1 (910) 265-2474
Address: 100 S 4th Street, St. Louis, MO 63102