Guidestone Advisors
Assets Under Management
$1.6B
Number of Clients
1,885
Number of Advisors
20
Average Client AUM
$845K
AUM per Advisor
$79.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GuideStone Advisors (GSA) offers advisory services to individuals, trusts, estates, charitable organizations, and other business entities. GSA provides investment management and financial planning services, including GuideStone Wealth Management®, GuideStone Managed Accounts®, and GuideStone Personal Advisory Services®. GSA is affiliated with GuideStone Financial Resources (GSFR) and its subsidiaries.
Fee Structure
GSA offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in your portfolio. Financial planning services are offered for a fee outlined in the financial planning agreement. GSA may waive or negotiate fees in certain instances at its discretion. GSA generally requires a minimum of $500,000 in assets under management and generally $5,000 in minimum annual gross fees for GWM but has discretion to accept lower amounts.
Areas of Practice
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152