Guidance Point Retirement Services, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Guidance Point Retirement Services provides professional retirement plan consulting and investment advisory services primarily to corporate retirement plans, such as 401(k), 403(b), and defined benefit plans. Guidance Point helps plan sponsors with investment policy development, ongoing portfolio monitoring, vendor selection, plan design, fee benchmarking, and fiduciary governance. The firm also offers participant education to help employees make informed investment decisions. Guidance Point acts as a co-fiduciary to help clients meet industry standards and reduce costs. The firm is primarily focused on institutional retirement plans rather than individual retail wealth management, though affiliated entities offer individualized wealth management services if needed.

Assets Under Management$85M
Clients7
Advisors7
Avg. per Client$12M
Avg. per Advisor$12M

Fee Structure

Investment management only (planning not offered)
Annual Retainer:From $10,000/year
One-Time Plan:$7,500
Hourly Rate:$100 - $350/hr
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Location

7 Advisors at this firm

Guidance Point Retirement Services, LLC - Fees, AUM & Advisors | TrueAdvisor