Guided Path Financial offers financial planning and investment management services to individuals, high net worth individuals, trusts, and retirement plans. Investment advice is customized to each client’s objectives. Financial planning covers retirement, education, estate, cash flow, tax planning, and insurance needs. Clients are not obligated to implement Guided Path's recommendations.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fee is negotiable for accounts greater than $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.