My Portfolio Guide, LLC provides ongoing portfolio management services to individuals, high net worth individuals, and retirement plans. My Portfolio Guide, LLC creates a customized Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance, and then builds a portfolio using proprietary models or specialized strategies like dividend-focused investing. My Portfolio Guide, LLC typically includes financial planning discussions and annual plan updates as part of the investment management service at no extra cost, covering areas such as retirement, taxes, college savings, and insurance. For clients who need standalone financial planning without investment management, My Portfolio Guide, LLC provides planning services on an hourly basis. My Portfolio Guide, LLC has been in business since 2010 and is managed by Matthew Pixa.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable depending on client needs and situation complexity. Retirement plan accounts have a separate fee schedule starting at 0.45%.
