TrueAdvisor
TrueAdvisor
BS
CFA
BS
CFA

Benjamin James Smith

Guidance Point Advisors, LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Guidance Point Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

Wellesley, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidance Point Advisors, LLC
May 2012 - Present · 13 yrs 9 mos
Guidance Point Retirement Services, LLC
April 2012 - Present · 13 yrs 10 mos
State Registrations2 states
METX
Advisor
Exams
No exam information available for this advisor.