Assets Under Management
$492.4M
Number of Clients
243
Number of Advisors
6
Average Client AUM
$2.0M
AUM per Advisor
$82.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Guidance Point Advisors provides investment supervisory services, financial planning, and retirement income planning. Investment management is customized based on client goals and risk tolerance, using diversification and asset allocation. They also offer asset management through Envestnet and sub-advisory services through Vanguard Personalized Indexing Management.
MA, United States