Guidance Point Retirement Services (GPRS) offers investment advice and acts as a fiduciary for retirement plan sponsors. GPRS helps with investment consulting, vendor selection, plan design, and benchmarking. They also provide investment recommendations to plan participants. GPRS's services are tailored to each client's needs and may include developing an investment policy, selecting investments, and monitoring the portfolio.
Assets Under Management$88M
Clients7
Advisors7
Avg. per Client$13M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
- A comprehensive fiduciary review costs $7,500, covering fiduciary governance redesign services.
Annual Retainer:From $10,000/year
One-Time Plan:$7,500
Hourly Rate:$100 - $350/hr
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