GuideSource Capital Management (GSCM) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. GSCM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. GSCM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities. GSCM requires discretionary authority to select securities and execute transactions.
Fee Structure
GuideSource Capital Management charges an annual fee based on the value of your portfolio. The fee ranges are:
- $50,000 - $249,000: 1.50%
- $250,000 - $500,000: 1.00% - 1.50%
- $500,000 - $999,999: 0.85% - 1.00%
- $1,000,000 - $2,499,999: 0.75% - 1.00%
- $2,500,000 and up: 0.65% - 1.00%
The final fee schedule is negotiable and will be in your advisory agreement.