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%
Frequently asked questions
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(AGI)An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income.
A person appointed by the court to settle an estate when there is no will.
The return from an investment after the effects of taxes have been taken into account.
A method of calculating income tax that disallows certain deductions, credits, and exclusions. This was intended to ensure that individuals, trusts, and estates that benefit from tax preferences do not escape all federal income tax liability. People must calculate their taxes both ways and pay the greater of the two.
An insurance-based contract that provides future payments at regular intervals in exchange for current premiums. Annuity contracts are usually purchased from banks, credit unions, brokerage firms, or insurance companies. Any guarantees are contingent on the claims-paying ability of the issuing company.
Anything owned that has monetary value.
The process of repositioning assets in a portfolio to maximize potential return for a particular level of risk. This process is usually done using the historical performance of the asset classes within sophisticated mathematical models. Asset allocation does not guarantee against loss; it is a method used to help manage investment risk.
A category of investments with similar characteristics.
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