GuidePoint Financial Planning offers comprehensive financial planning and manages investment portfolios tailored to individual client needs. They advise on retirement, investments, education, taxes, insurance, cash flow, debt, and estate planning. Clients work with a planner to develop and implement their plan, which is monitored and updated regularly. They also offer one-time financial planning projects on various topics.
Fee Structure
GuidePoint Financial Planning manages investment portfolios for clients. The annual advisory fee is based on the value of the assets managed:
- $0 - $700,000: $7,000
- $700,001 - $2,000,000: 1.00% per year
- Over $2,000,001: 0.850% per year
The annual fees are negotiable and are paid quarterly. For accounts valued at $700,000 or less, advisory fees can be paid by electronic funds transfer or directly debited from Client accounts. For accounts valued at $700,001 and above, advisory fees will be directly debited from Client accounts.
