GuideStream Financial offers investment advice and financial planning to individuals, families, and institutional clients like endowments and charities. For investment management, GuideStream works with clients to determine their investment goals and then manages their portfolios accordingly. Financial planning is offered as a separate service. GuideStream may recommend other professionals, including its own representatives as licensed insurance agents, but clients are not obligated to use them.
Assets Under Management$220M
Clients836
Advisors5
Avg. per Client$260K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.55% |
Fees may be negotiable. Institutional clients have a different fee schedule. Several clients that engaged GuideStream Financial prior to June 30, 2023, have been grandfathered under a prior fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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