Guild Investment Management provides investment advice and manages portfolios, primarily investing in publicly traded securities. Guild offers different account types with varying investment objectives and fees. Guild has an affiliated advisor relationship with Farther Finance, giving clients access to Farther's wealth management platform. Guild manages accounts on a discretionary basis, but clients can provide input on their portfolio positions.
Fee Structure
Guild Investment Management charges a percentage of the value of your portfolio annually. The exact percentage depends on the type of account and can be negotiated.
Typical annual fees:
- Global Growth: Can be tiered, such as 1.50% on the first $1,000,000 and 1.00% on amounts exceeding that, or a fixed percentage.
- Hybrid: 1% of the portfolio value.
- Income/Total Return: 0.75% to 0.90% of the portfolio value.
- Wealth Builder Dividend Income: 0.75% to 0.90% of the portfolio value.
The typical minimum annual fee for all account types is $5,000, but this can be negotiated. These fees do not include brokerage commissions and other expenses.