Guild Investment Management, INC.
Assets Under Management
$151.9M
Number of Clients
90
Number of Advisors
2
Average Client AUM
$1.7M
AUM per Advisor
$75.9M
Compensation
Fee-Only (AUM)
About This Firm
Guild Investment Management provides discretionary investment advisory and portfolio management services, focusing on publicly traded securities. They manage accounts with different styles, objectives, and custodial arrangements. Guild also has an affiliated advisor relationship with Farther Finance, providing clients access to Farther's wealth management platform.
Fee Structure
Guild's investment management fees are based on a percentage of assets under management, typically ranging from 0.50% to 1.50% annually. Fee arrangements are negotiable and can depend on the portfolio management style and custodial arrangements. The typical minimum annual fee is $5,000, but this can be negotiated. Clients are also responsible for brokerage commissions and other third-party fees. Note: This firm's brochure lists multiple fee rates for the same asset level (0.75%-0.90% and 1.50%-1.00%).
Areas of Practice
Location
31225 La Baya Drive, Suite 214, Westlake Village, CA, 91362