Advisor at Guardian Brothers
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guardian Brothers
Location
Boulder, CO
Credentials
Series 65, Series 66
Industry experience
1 year
Fernando Guardia Virreira is a financial advisor at Guardian Brothers Capital LLC in Boulder, CO, holding Series 65 and Series 66 licenses with one year of industry experience. His prior work includes roles at Finequities and Send Mammogram, as well as academic involvement at the University of Colorado Boulder. Guardian Brothers Capital LLC provides portfolio management and financial planning services, developing Investment Policy Statements and tailoring portfolios to clients’ goals and risk tolerances. The firm employs a range of analytical methods and offers both standard management and performance-based fee structures, including the use of higher-risk strategies in certain accounts.
$250 to $10,000 fixed fee for comprehensive financial planning
$1 - $1,000,000: 3.00% $1,000,001 - $3,000,000: 2.00% $3,000,001 - and Up: 1.00%
$150 per hour
2.00% of assets under management plus 20.00% of capital appreciation for qualified clients
Boulder, CO
Colorado
University of Colorado Boulder
2023 - Present (3 years)
Guardian Brothers Capital LLC
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Finequities
2019 - 2021 (2 years)
Send Mammogram
2018 - 2019 (1 year)
Marriott Hotel
2018 - 2018 (1 year)
Mercer University
2014 - 2019 (5 years)
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Is not active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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