Guidepost Financial Planning provides financial planning and investment management services. They act as a legal fiduciary, putting clients' interests first. Services include goal identification, cash flow estimates, tax planning, retirement income analysis, investment review, risk management, estate planning, and college funding. They manage investments using both active and passive strategies, primarily using no-load mutual funds and ETFs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of Guidepost Financial Planning based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Guidepost Financial Planning and the client. Existing clients may be charged fees other than as above, as were in effect at the time of their engagement with Guidepost Financial Planning. Our employees and their family related accounts are charged a reduced fee for our services.