Guide Wealth Management (GWM) offers wealth management as a comprehensive service including investment management, financial planning, tax preparation, and tax representation. Financial planning covers tax, retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. GWM manages individually tailored investment portfolios based on client needs, objectives, time horizons, risk tolerance, and liquidity needs.
Assets Under Management$32M
Clients36
Advisors1
Avg. per Client$900K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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