Benjamin Smith is a CFA-designated registered investment advisor at Guidance Point Advisors, LLC, based in Wellesley, MA, with 13 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 255 clients with $560M in assets under management.
Compensation
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Fee Structure
Guidance Point Advisors (GPA) offers investment management services for a fee, which is negotiable and typically ranges from 0.50% to 1.50% annually. The fee is based on the amount of assets managed, the client's existing fee structure, the number of services used, and the products selected. Fees are billed quarterly. GPA also offers asset management through Envestnet and Vanguard Personalized Indexing Management, which have their own fee structures. Clients will see two separate fee deductions from their accounts at the end of each quarter, one for the Vanguard Personalized Indexing Management service fee and one for GPA's fees.
Location
Wellesley, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Guidance Point Advisors, LLC
Guidance Point Retirement Services, LLC
State Registrations2 states
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