Guidance Capital offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. They create customized investment strategies based on client goals, risk tolerance, and financial situations. Investment portfolios are constructed using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. Guidance Capital also offers financial planning services, either as part of wealth management or as a separate engagement, covering areas like retirement, education, and insurance needs. They may also recommend other investment managers.
Fee Structure
Guidance Capital's investment management fees range from 0.50% to 2.00% annually, based on factors like the scope and complexity of services, the amount of assets managed, and whether financial planning is included. The fee is calculated based on the market value of your portfolio at the end of the prior quarter and is paid quarterly in advance. Clients with over $1,000,000 managed by Guidance Capital may be offered free tax preparation and/or estate planning services by their affiliate tax preparation company.