Guardian Brothers

Overview

Guardian Brothers is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and educational seminars or workshops. Guardian Brothers charges a mix of fee types — percentage of assets under management, hourly and fixed fees, and performance-based fees — and does not identify as an active ESG investor. Guardian Brothers does not describe itself as a capital allocator and is not registered as a multi-state or newly formed adviser. The firm’s mix of services suggests a hybrid model that combines traditional wealth management and planning with some institutional-level portfolio work and client education.

Assets & Accounts

Public Holdings

Investments & Alternatives