Advisor at Guardian Capital Group LLC
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Firm
Guardian Capital Group LLC
Location
Cornville, AZ
Credentials
Series 63, Series 65
Industry experience
22 years
Linda Rachel is a financial advisor at Guardian Capital Group LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Guardian Capital Group since 2009. Outside of her advisory role, she is a partner at DA Vines Vineyard LLC, a family-owned farm and winery where she assists with viticulture. Guardian Capital Group provides investment advisory and financial planning services to individuals, families, trusts, small businesses, and charitable organizations. The firm employs a strategic asset allocation approach using mutual funds, ETFs, and other securities, and offers discretionary portfolio management alongside written financial plans and consulting engagements.
Fixed financial planning fees ranging from $3,500 to $10,000 depending on assets and complexity.
$0 - $1,000,000: Up to 1.5% annually $1,000,001 - $5,000,000: Up to 1.0% annually $5,000,001 - $10,000,000: Up to 0.80% annually $10,000,001+: Up to 0.60% annually
$125 to $300 per hour for financial planning and consulting services.
Account minimum: $100,000 (negotiable) Fee-only: Financial Planning: Fixed fee $3,500 to $10,000 depending on asset size and complexity; Hourly $125 to $300 per hour. Concierge Services: Hourly $125 to $300 per hour.
Cornville, AZ
Arizona · Texas
Guardian Captial Group Llc
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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