Advisor at Guardian Wealth Partners, LLC
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 Wealth Partners, LLC
Location
St. Louis, MO 63141
Credentials
Series 65
Industry experience
3 years
Michelle Borawski is a financial advisor at Park Avenue Investment Advisory, LLC, holding a Series 65 credential with three years of industry experience. She has worked at multiple firms, including Guardian Life Insurance Company and AE Wealth Management, LLC. Outside of her advisory role, she owns a small business called Perfectly Smudged and is involved in pet sitting through Rover. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages client assets on a discretionary basis using model portfolios and third-party investment managers accessed via technology platforms, and offers supplemental services such as financial planning and business exit consulting.
Based on Guardian Wealth Partners, LLC
Based on Guardian Wealth Partners, LLC
Generally $500 to $100,000 per agreement for financial planning/consulting; up to $30,000 for Business Exit Consulting.
$0 - $100,000: 0.23% (SMA/UMA Program), 0.20% (Rep as PM Program) $100,000 - $250,000: 0.21% (SMA/UMA Program), 0.18% (Rep as PM Program) $250,000 - $500,000: 0.18% (SMA/UMA Program), 0.15% (Rep as PM Program) $500,000 - $1,000,000: 0.16% (SMA/UMA Program), 0.13% (Rep as PM Program) $1,000,000 - $2,000,000: 0.13% (SMA/UMA Program), 0.10% (Rep as PM Program) $2,000,000 - $5,000,000: 0.11% (SMA/UMA Program), 0.08% (Rep as PM Program) $5,000,000+: 0.08% (SMA/UMA Program), 0.05% (Rep as PM Program)
Generally $100 to $500 per hour for standalone financial planning/consulting services.
Subscription-Based Financial Planning fees up to $100,000 annually, paid monthly or quarterly.
Fee-only: Financial planning/consulting fees negotiable; hourly fees $100-$500/hour; flat fees $500-$100,000; Subscription-Based Financial Planning up to $100,000 annually; Business Exit Consulting up to $30,000.
625 Maryville Centre, Suite 100
St. Louis, MO 63141
Missouri
Park Avenue Investment Advisory
2025 - Present (1 year)
Guardian life Insurance Company
2022 - Present (4 years)
Park Avenue Investment Advisory
2022 - 2025 (3 years)
AE Wealth Management, LLC
2022 - 2022 (1 year)
Lowes
2022 - 2022 (1 year)
Fefa Asset Management, Llc
2022 - 2022 (1 year)
UnEmployed
2022 - 2022 (1 year)
USA Mortgage
2020 - 2022 (2 years)
Lowes
2018 - 2020 (2 years)
Midwest Heart Institute, LLC
2017 - 2020 (3 years)
Midcounty Orthopedics
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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JM Lotshaw Consulting
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Premier Wealth Advisory Services, Inc.
Series 66
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Durham Wealth Management, LLC
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