Guiding Wealth Management provides investment management services, managing individually tailored investment portfolios based on clients' goals and risk tolerance. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning involves a comprehensive evaluation of a client’s current and future financial state.
Assets Under Management$51M
Clients66
Advisors4
Avg. per Client$770K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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