Guiding Wealth Management, LLC
Assets Under Management
$51.0M
Number of Clients
66
Number of Advisors
5
Average Client AUM
$772K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Guiding Wealth Management, LLC is a registered investment advisor providing continuous advice on client funds based on individual needs. Services include investment management and financial planning covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Annual fees are negotiable and pro-rated, paid quarterly in advance. Clients will not be charged a total management fee over the 2% industry average.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning is offered on a fixed fee basis, ranging from $500 to $15,000, or hourly at $150 to $500 per hour, depending on complexity. Fees are negotiable. Financial planning fees are paid in advance, but never more than six months in advance.
Areas of Practice
Location
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080