Financial Guidance Investment Advisers (FGIA) offers investment advisory solutions through continuous client contact. They create portfolios of low-cost, diversified mutual funds, and may use individual stocks and bonds. FGIA also provides financial planning services, including investment, retirement, and education planning. They may refer clients to other specialists. FGIA also manages held away assets on a non-discretionary basis.
Assets Under Management$37M
Clients86
Advisors1
Avg. per Client$430K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.38% |
| $2M+ | 0.25% |
Fees may be negotiable. The client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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