Andrew Walker is a registered investment advisor at Guidance Point Advisors, LLC, based in Wellesley, MA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 255 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guidance Point Advisors (GPA) offers investment management services for a fee, which is negotiable and typically ranges from 0.50% to 1.50% annually. The fee is based on the amount of assets managed, the client's existing fee structure, the number of services used, and the products selected. Fees are billed quarterly. GPA also offers asset management through Envestnet and Vanguard Personalized Indexing Management, which have their own fee structures. Clients will see two separate fee deductions from their accounts at the end of each quarter, one for the Vanguard Personalized Indexing Management service fee and one for GPA's fees.
Location
Wellesley, MA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is the president and sole shareholder of Acacia Associates Inc., providing retirement plan design, management, and marketing consulting services to small and mid-sized organizations. This takes about a quarter of Andrew's time.
Employment History
Current Registrations
Guidance Point Advisors, LLC
Guidance Point Retirement Services, LLC
Previous Registrations
Multnomah Group, INC.
Retirement System Investors INC
Invesmart Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.