Guided Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Guided Wealth creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also offer financial planning services covering investment, estate, retirement, education, and insurance needs. Guided Wealth may recommend independent managers for a portion of a client's portfolio.
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 may be negotiable. In the first year, all clients pay a separate financial planning fee up to $50,000 per year. This fee is waived in subsequent years if the wealth management fee is twice the projected financial planning fee. The total blended fee, including Guided Wealth's fee and any independent manager's fee, will generally not exceed 2.75% annually. Certain Independent Managers may allocate to alternative investments which charge performance-based fees, subject to gains above a high-water mark. The presence of performance-based fees may increase the total blended fee paid to the Advisor and Independent Manager. Such fee arrangements are fully disclosed to the Client prior to recommending the alternative investment[s].