Financial Advocates Investment Management (FAIM) offers the Guided Wealth Portfolios (GWP) program, which uses computer algorithms to manage investments in exchange-traded funds and mutual funds. Clients access the program through an online portal and can consult with an investment advisor representative (IAR). The program requires a minimum account value of $5,000. FAIM also offers an Educational Tool that provides sample recommendations to help users decide if they want to enroll in the Managed Service.
Assets Under Management$4.1B
Clients10,919
AdvisorsN/A
Avg. per Client$370K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The total fee includes a 0.35% LPL program fee and a FAIM fee of up to 1.00%. A strategist fee may apply in the future.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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