Guiding Financial manages investment portfolios and provides financial planning services. They offer ongoing comprehensive wealth planning, project-based wealth planning, and hourly wealth planning. Their services cover areas like retirement planning, risk management, college savings, and tax strategies. Guiding Financial works with individuals, high net-worth individuals, charitable organizations, and corporations.
Assets Under Management$85M
Clients11
Advisors1
Avg. per Client$7.7M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. Ongoing Comprehensive Wealth Planning clients are offered Investment Management services at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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