Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
6 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$10,000
Financial Plan Fee:$7,500
Hourly Rate:$100 - $350/hr

The fee for a comprehensive fiduciary review is $7,500. Fees for ongoing consultant services are fixed, with a minimum annual retainer of $10,000, dependent on factors like time spent, complexity, liability, portfolio size, and meetings required. Some clients may be charged based on a percentage of assets under management, or a combination of fixed and asset-based fees. Hourly fees range from $100 to $350 per hour. Plan participants do not incur fees for advisory services covered under the agreement with the plan sponsor.

Areas of Practice
Retirement PlanningInvestment Management
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Advisor Information

Office location

136 Commercial Street, Suite 301, Portland, ME, 04101

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidance Point Retirement Services, LLC
March 2015 - Present · 10 yrs 10 mos
State Registrations2 states
CAME
Advisor
Exams
No exam information available for this advisor.