Guardant Partners LLC

Item 5. Fees and Compensation
      GWA offers services on a fee basis, based upon assets under management or advisement.

Page | 7                                                                                             © MarketCounsel 2026

 Disclosure Brochure                                                          Guardant Wealth Advisors

      Investment Management Fees

      GWA offers investment management services for an annual fee based on the amount of assets under the
      Firm’s management. GWA does not have a set fee schedule, instead charges a maximum annual advisory
      fee of 2.00% that is agreed upon with the client. The fee will vary depending on the negotiated agreement
      between the client and their Investment Advisor Representative (IAR). The Firm believes that this
      maximum fee cap and the ability to negotiate the fee rather than a set fee schedule ensures cost transparency
      while allowing flexibility to tailor fees to clients' individual needs. Fees are determined based on factors
      such as: total assets under management (AUM); complexity of services and strategies provided; and the
      overall scope of the client's relationship with GWA. The annual fee is prorated and charged quarterly, in
      advance, based upon the market value of the assets being managed by GWA on the last day of the previous
      billing period as determined by a party independent from the Firm (including the client’s custodian or
      another third-party). If a valuation for private securities is not available through the custodian, the Firm
      will typically rely on the valuation provided by the issuer. Because valuations may only be provided
      periodically (including monthly, quarterly or even annually), the Firm can be billing on a valuation that
      would be different if updated. That valuation can be higher or lower depending on the increase or decrease
      in value of the private investment.

      Occasionally, clients ask the Firm to report on assets the Firm does not manage. In such cases and in the
      Firm’s sole discretion, GWA can negotiate to charge a fixed reporting fee or, alternatively, charge a
      reporting fee based on the value of the assets on which the Firm provides reporting services. This reporting
      fee does not exceed 0.20% of the value of the non-managed assets for which GWA is asked to provide
      reporting services. The ability to charge this additional reporting fee creates a conflict of interest, as it
      provides an incentive for GWA to agree to provide reporting on non-managed assets. To mitigate this
      conflict, the Firm discloses the reporting fee arrangement and its maximum rate to clients upfront, so they
      are aware of this fee prior to engaging the Firm for reporting services.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision.

      If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
      payable with respect to such assets is adjusted to reflect the interim change in portfolio value. For the initial
      period of an engagement, the fee is calculated on a pro rata basis from the date the account is included in
      management through the end of the relevant billing period. The advisory fee arrangement detailed in the
      Client Agreement can be terminated by either party at any time with advance written notice. Clients may
      terminate the agreement within five business days of signing at no cost, provided they received this
      Brochure at the signing. In the event the Client Agreement is terminated after that five business day period,
      the fee for the final billing period is prorated through the effective date of the termination and the unearned
      portion of the fee is refunded to the client. The refund is calculated based upon the days remaining in the

Page | 8                                                                                              © MarketCounsel 2026

 Disclosure Brochure                                                          Guardant Wealth Advisors

      billing period after termination. Clients can terminate by providing notice to the Firm in writing by mail or
      email to their investment adviser representative.

      Clients are advised that a conflict of interest exists for the Firm to recommend that clients engage GWA for
      additional services for compensation, including rolling over retirement accounts or moving other assets to
      the Firm’s management. Clients retain absolute discretion over all decisions regarding engaging the Firm
      and are under no obligation to act upon any of the recommendations. The Firm does not charge
      performance-based fees tied to capital gains or appreciation.

      Family Office Services Fees
      Family Office Services fees are subject to the Wealth Management Agreement Fee Schedule(s). There are
      no additional fees specific to Family Office Services. Both parties have the right to terminate the family
      office services agreement at any time by providing advanced written notice. Additionally, the client can
      terminate the agreement within five (5) business days of signing, at no cost, if they received this Brochure
      at the time of signing. Beyond this five-day grace period, the client will be responsible for fees for legitimate
      services provided up to the point of termination, and these fees will be due and payable by the client. The
      agreement for family office services is non-transferable without prior consent from the client.

      Additional Fees and Expenses
...

Item 7. Types of Clients
      GWA offers services to a diverse client base, including individuals, high-net-worth individuals, trusts,
      estates, retirement plans, charitable organizations, corporations and other business entities.

      Minimum Account Fee

      While the Firm does not have a minimum account size, as a condition for starting and maintaining an
      investment management relationship, GWA imposes a minimum flat or fixed fee of $1,200 per year to
      maintain an account. This fee can be billed either monthly or quarterly, depending on the client's preference.
      This ensures that all clients receive a consistent level of service and account management, regardless of
      account size. This minimum fee will, however, cause clients with smaller portfolios to incur an effective
      fee rate that is higher than the Firm’s stated fee. GWA may, in its sole discretion, elect to charge a lesser
      minimum fee based upon certain criteria, including anticipated future earning capacity, anticipated future
      additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
      existing client, account retention, and pro bono activities.