Blake Barbosa is a CFP-designated registered investment advisor at Guided Wealth, LLC, based in Dartmouth, MA, with 11 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable. In the first year, all clients pay a separate financial planning fee up to $50,000 per year. This fee is waived in subsequent years if the wealth management fee is twice the projected financial planning fee. The total blended fee, including Guided Wealth's fee and any independent manager's fee, will generally not exceed 2.75% annually. Certain Independent Managers may allocate to alternative investments which charge performance-based fees, subject to gains above a high-water mark. The presence of performance-based fees may increase the total blended fee paid to the Advisor and Independent Manager. Such fee arrangements are fully disclosed to the Client prior to recommending the alternative investment[s].
Fee Estimator
Location
Dartmouth, MA
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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 ActivitiesSells Insurance
Blake brokers non-registered insurance products through outside insurance carriers and operates under the DBA name of Guided Wealth, LLC for selling New York Life products and services. He also owns Barbosa Wealth Strategies, LLC and is a member of EVIA Properties, LLC, a real estate rental company, dedicating minimal time to this.
Employment History
Current Registrations
Guided Wealth, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 states
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