Guidance Point Advisors offers ongoing portfolio management, financial planning, and retirement income planning services. The firm builds customized investment portfolios using exchange-traded funds and mutual funds based on each client's goals, time horizon, and risk tolerance. Portfolios are typically managed on a discretionary basis, though non-discretionary arrangements are also available. Guidance Point Advisors also provides access to specialized third-party programs such as Envestnet and Vanguard Personalized Indexing Management. In addition to investment management, the firm offers comprehensive financial planning covering investment strategies, tax concerns, retirement planning, college savings, and insurance needs, which is included at no additional cost for investment management clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees typically range from 0.50% to 1.50% annually and are negotiable based on account size, existing fee structures, and services used.