Samantha Baghal is a registered investment advisor at Guidance Wealth Advisors LLC, based in Lebanon, NJ. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 95 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Guidance Wealth Advisors charges a one-time fixed fee between $1,000 and $10,000 for creating your initial financial plan. After that, they charge an annual fee based on the value of your investments. While most clients pay 1.40% per year, this fee is negotiable and may be higher or lower depending on the size of your account and other factors. This fee includes the cost of any independent money managers they select to manage your account.
Location
1225 Nj - Route 31 South, Building C, Suite 324, Lebanon, NJ, 08833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Guidance Wealth Advisors LLC
State Registrations2 states
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