WealthGuides LLC offers investment management and financial planning services. As a fee-only firm, WealthGuides only gets paid by its clients. WealthGuides creates investment plans and manages portfolios based on clients' goals. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and taxes. Planning is offered on an ongoing or project basis. WealthGuides also utilizes third parties for tax return preparation and will and estate planning services.
Assets Under Management$4.4M
Clients12
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Wealth Management Services (minimum $1,000,000 managed account value). Fees are custom for over $15,000,000. Investment Management Services are offered at 0.60% for all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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