Guardsman Private Capital Management, Inc. fees and pricing
Financial planner in Sarasota, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Guardsman Private Capital Management, Inc. charges an annual fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $25,000/yr
“Fees are subject to a $25,000 per year minimum, which may be waived at the discretion of GUARDSMAN.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guardsman Private Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Because of the custom nature of GUARDSMAN’s services and the uniqueness of each client, fees are negotiable and GUARDSMAN may have different advisory and consulting fees for each client based upon the client’s complexity and requirements.”
- “Billing Investment advisory fees are billed in arrears in accordance with the frequency set forth in the client’s advisory agreement (i.e., monthly, quarterly, or semi-annually).”
- “In some cases, GUARDSMAN will send an invoice to the client rather than deduct the fees directly from the client’s accounts.”
How Guardsman Private Capital Management, Inc.’s fees compare
- Its annual fee of $25,000 is above the Florida median of $4,800. 92% of the 97 other Florida planners that publish an annual fee charge less.
- 6 of the 7 other planners in Sarasota that publish an annual fee charge less.
About Guardsman Private Capital Management, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 25
- Employees
- 3
- Works with
- High net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $207,939,453
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172205
- Phone
- (941) 349-9200
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Echelon Virtual Family Office, LLCSarasota$50,000
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