GuideStone Advisors (GSA) offers investment management and financial planning services. Investment management is tailored to your objectives and risk tolerance, potentially including separately managed accounts. Financial planning covers various aspects like retirement, estate, and tax planning. GSA offers GuideStone Wealth Management, GuideStone Managed Accounts, and GuideStone Personal Advisory Services, each packaging services differently. GSA does not provide tax or legal advice.
Fee Structure
GuideStone Advisors offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in which you invest. GSA may also waive or negotiate this fee in certain instances.
GuideStone Wealth Management (GWM) fees range up to a maximum of 1.0% of your portfolio, with a minimum of $5,000. This fee is reduced by credits based on management and servicing fees paid to GuideStone affiliates.
GuideStone Managed Accounts (GMA) fees range up to a maximum of 0.50% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.
GuideStone Personal Advisory Services (GPAS) fees range up to a maximum of 1.00% of your portfolio, reduced by a credit based on management fees paid to GuideStone affiliates.