Guideline Investments, LLC
Assets Under Management
$16.5B
Number of Clients
87,973
Number of Advisors
1
Average Client AUM
$187K
AUM per Advisor
$16.5B
Compensation
Fee-Only (AUM)
About This Firm
Guideline Investments provides investment management services to employer-sponsored 401(k) plans and individual retirement accounts (IRAs). They select, monitor, and manage investment menus and portfolios, recommending managed portfolios composed of mutual funds via a proprietary algorithm. Services are available to clients of Guideline RK, LLC, Accrue 401k, and the Recordkeeper.
Fee Structure
Guideline Investments charges an annual account fee. For 401(k) plan participants, this fee ranges from 0.15% to 0.35%, depending on the pricing plan chosen by the 401(k) plan sponsor. For IRA clients, the annual account fee is 0.08%. Fees are calculated and deducted monthly from the account balance. Fees are negotiable for 401(k) plan participants, but non-negotiable for IRA clients. There is no mention of a minimum account size.
Areas of Practice
Location
1412 Chapin Avenue, Burlingame, CA, 94010