GuidePost Capital Management Group provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, small businesses, and estates. GuidePost Capital Management Group builds customized portfolios based on each client's specific goals, time horizon, and risk tolerance, retaining authority to make investment decisions without asking first. When appropriate, GuidePost Capital Management Group may hire third-party managers to oversee portions of client accounts at no extra cost to the client. In addition to portfolio management, GuidePost Capital Management Group offers hourly financial planning covering topics such as retirement strategies, investment analysis, cash flow, risk management, and estate preservation. The firm also provides consulting services to retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.45% |
Fees for accounts of $20,000,000 and over are negotiable.