Guide Financial Planning (GFP) provides financial planning and investment management services to individuals. GFP offers ongoing financial planning, investment management (only available with ongoing planning), comprehensive financial plan development, quick start sessions, and project-based financial planning. GFP manages investment portfolios on a discretionary basis based on a client's individual needs and goals.
Assets Under Management$70M
Clients132
Advisors3
Avg. per Client$530K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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