Curtis Worcester is a registered investment advisor at Guidance Point Advisors, LLC, based in Bangor, ME, with 5 years of industry experience. Curtis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
108 State Street, Bangor, ME, 04401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis works as an Investment Adviser Representative and Investment Operations Analyst for Guidance Point Retirement Services, spending nearly full-time there. He also works as an Investment Adviser Representative/Investment Consultant for Guidance Point Advisors, dedicating about 10-20% of his time.
Employment History
Current Registrations
Guidance Point Advisors, LLC
Guidance Point Retirement Services, LLC
State Registrations1 state
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