GuidePost Capital Management Group offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer services to retirement plans and financial planning on topics such as retirement, investments, and estate planning. If there is a conflict of interest, you are not obligated to follow their recommendations.
Assets Under Management$31M
Clients36
Advisors1
Avg. per Client$870K
Avg. per Advisor$31M
www.linkedin.com/company/guidepost-capital-mana... ·linkedin.com/in/fran-post-6829a942 ·www.guidepostcmg.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 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% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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