Guided Capital Wealth Management (GCWM) provides ongoing portfolio management based on individual client goals and risk tolerance. GCWM also offers pension consulting services to employee benefit plans. Additionally, GCWM provides financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. GCWM may use charting, cyclical, fundamental, and technical analysis.
Assets Under Management$250M
Clients147
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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