Jeffrey Guindon
Jeffrey Guindon is a registered investment advisor at Carriage Hill Investment Associates LLC, based in Lancaster, PA, with 13 years of industry experience. Jeffrey 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, Insurance Planning, and 3 more. Their firm serves 208 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.0% for accounts held in model portfolios or portfolios with restrictions. 0.50% for cash management accounts. The annual fee may be negotiable.
Fee Estimator
Location
3545 Marietta Ave, Suite P, Lancaster, PA, 17601
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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
Jeffrey is a board member and chairs the Investment Committee for the Lancaster County Community Foundation since March 2022. He spends minimal time on this activity, providing input on organizational goals.
Employment History
Current Registrations
Carriage Hill Investment Associates LLC
Previous Registrations
Rkl Wealth Management LLC
Parentebeard Wealth Management
Commonwealth Financial Network
State Registrations1 state
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