Guidance Investments provides investment supervisory services to corporations or business entities affiliated with the firm, acting as a sub-manager. They make recommendations based on their best judgment but do not guarantee any performance results. Clients bear all market risk for the implementation or non-implementation of their recommendations. Guidance Investments does not have custody of or discretion over client assets.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.05% |
Fee is capped at $75,000 per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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