Assets Under Management
$51.0M
Number of Clients
66
Number of Advisors
5
Average Client AUM
$772K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Guiding Wealth Management, LLC offers tailored investment portfolios and financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They develop client-specific plans based on individual circumstances and investment policy statements.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable. Clients will not be charged a total management fee over the 2% industry average.
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080