Financial Guidance Group provides investment management and wealth planning services. As a fee-only advisor, Financial Guidance Group is paid only by clients, not through commissions. The firm manages investments, monitors portfolios, and provides ongoing wealth planning advice. They also offer standalone wealth planning services. Financial Guidance Group aims to help clients achieve their financial goals and simplify their financial lives.
Assets Under Management$210M
Clients278
Advisors3
Avg. per Client$770K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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