EMPOWERING INDIVIDUALS, FAMILIES, AND BUSINESS OWNERS
Our Fees
Annual fees are generally collected quarterly in advance or arrears and are based on the account value as of the end of each quarter. The charges outlined in this schedule are intended to cover ordinary services. When unusual duties are involved, an additional fee may be charged. All fees are subject to change at any time. Special arrangements may be made, at the discretion of management, for full-time clergy or other religious service providers, family and friends of employees of Guardian Rock™, or in the case of a family member of a client in good standing. Guardian Rock™, may, at the discretion of management, allow for accounts under $500,000. To inquire directly about such potential accommodations call us at (561) 327-4646 or reach out to us at info@advocacyinvesting.com
Category
On the first $500,000
On the next $500,000
On the next $4,000,000
On the next $5,000,000
For all other amounts
On the balance over $25,000,000
Equity and Balanced Portfolios
1.25%
0.80%
0.75%
0.65%
0.60%
0.40%
Charged Quarterly
0.3125%
0.20%
0.1875%
0.1250%
0.1125%
0.1000%
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