GuidedQuest, LLC is a registered investment advisor that offers financial planning services and investment monitoring through third-party investment advisors (TPAs). Financial planning includes comprehensive plans and hourly consultations. For investment monitoring, GuidedQuest helps clients select a TPA and reviews reports, but the TPA manages the investments directly. GuidedQuest shares in the fees paid to the TPA.
Fee Structure
GuidedQuest does not directly manage your investments. Instead, they recommend third-party investment advisors (TPAs) to manage your portfolio. GuidedQuest shares in the fees you pay to the TPA. The total annual fee will range from 1.00% -1.95% of the assets managed, with GuidedQuest receiving between .50% and 1.40%. The fees are negotiable, depending on the amount of client assets managed and the total assets GuidedQuest places with the TPA.