Guidance Point Advisors, LLC
Assets Under Management
$492.4M
Number of Clients
243
Number of Advisors
6
Average Client AUM
$2.0M
AUM per Advisor
$82.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Guidance Point Advisors provides investment supervisory services, financial planning, and retirement income planning. They offer custom asset management, generally on a discretionary basis, emphasizing diversification and asset allocation. They also offer asset management programs through Envestnet and sub-advisory services through Vanguard Personalized Indexing Management.
Fee Structure
Investment supervisory fees for legacy accounts range from 0.50% to 1.50% annually, negotiable and billed quarterly. Financial planning services, contracted separately, are offered on a fixed fee basis ($250 to $2,500) or hourly ($200/hour), both negotiable. Clients are responsible for third-party fees like custodian and brokerage fees. There is a $250,000 minimum account size, which may be waived.
Areas of Practice
Location
MA, United States