Guideline Investments provides investment management services to employer-sponsored 401(k) plans and individual retirement accounts (IRAs). For 401(k) plans, Guideline Investments acts as the investment manager, selecting and monitoring investments. For both 401(k) and IRA clients, Guideline Investments recommends managed portfolios based on a client's risk tolerance and time until retirement, using a proprietary algorithm. Clients can also create custom portfolios.
Assets Under Management$16B
Clients87,973
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This fee applies to 401(k) plan participants. Guideline Investments offers 401(k) plan sponsors the ability to pay all, or a portion, of this fee on the 401(k) plan participant’s behalf. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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