Guided Wealth manages investment portfolios and provides personalized financial planning for individuals, high net worth individuals, trusts, estates, and businesses. Guided Wealth builds diversified portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds, with a long-term investment focus. In addition to investment management, Guided Wealth offers comprehensive financial planning covering areas such as retirement planning, estate planning, tax strategies, education savings, and insurance needs. The firm operates as a registered investment advisor with the U.S. Securities and Exchange Commission and is based in Dartmouth, Massachusetts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable at the sole discretion of the Advisor. First-year clients also pay a standalone planning fee ranging up to $50,000 per year, which is waived after the first year if the wealth management fee is twice the projected planning fee.