Guide-U Wealth Advisors, operating as Sabadoodle, offers financial planning and investment management services. They specialize in helping veterinarians with student loans, buying homes or practices, and planning for retirement. They offer tailored financial planning packages for different career stages and also provide project-based financial planning on various topics.
Assets Under Management$1.7M
Clients15
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The advisory fee is negotiable at the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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