Guidance Point Retirement Services, LLC

Assets Under Management

$62.9M

Number of Clients

6

Number of Advisors

7

Average Client AUM

$10.5M

AUM per Advisor

$9.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Guidance Point Retirement Services, LLC (GPRS) offers investment advisory and fiduciary services to retirement plan sponsors. Services include investment consulting, vendor selection, plan design, and participant/fiduciary education. GPRS provides recommendations to plan participants on a non-discretionary basis.

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningInvestment Management
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Location

136 Commercial Street, Suite 301, Portland, ME, 04101

7 Advisors at this firm

Guidance Point Retirement Services, Llc | TrueAdvisor