Portfolio Guide is a registered investment advisor that specializes in using quantitative, fundamental, technical, and economic analysis to manage investment portfolios. Portfolio Guide assesses clients’ current holdings and ensures alignment with both short- and long-term goals. The firm performs ongoing reviews of investment performance and portfolio exposure to market conditions. Portfolio Guide also offers investment analysis for other registered investment advisors.
Assets Under Management$900K
Clients4
Advisors1
Avg. per Client$230K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.30% |
| $5.0M - $10.0M | 0.27% |
| $10.0M - $25.0M | 0.24% |
| $25.0M - $50.0M | 0.21% |
| $50.0M - $100.0M | 0.18% |
| $100M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...