Our Fees

Guide offers two pricing models.  For Investment Management as a stand alone service, we charge a tiered AUM fee

Portfolio Value                                     Annual Fee (%)
$0 – $1,000,000                                           0.60%
Next $1,000,001 – $5,000,000                   0.30%
Above $5,000,000                                       0.15%

 

Wealth Management is charged via an annual retainer system, based upon a number of factors, including, but not limited to, Net Worth, Complexity of need, Salary, scope of family engagement, etc.  Fees are agreed in advance, and will remain set for two years, after which time, they will be reviewed to ensure that they are aligned with expectations.  Wealth Management fees start at $2500 per quarter, paid in advance, and include Investment Management.

 

No Commissions

We don’t sell products, or receive commissions.

Fiduciary

Guide Wealth Management acts as a Fiduciary.

Managed

We offer fully managed investments.

Investment Management

Tiered Fee starting at 0.60%
Starting at0.6%
  • Risk Assessment And Allocation
  •  
  • Custom Built Model Portfolios
  • Managed Employee Stock Sales
  • Managed RSU Transactions
  • Managed NQSO and ISO
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Wealth Management

Retainer starting at $2500 per quarter
Starting at$2500
  • Comprehensive Family Office
  •  
  • All Investment Management Services
  • Family Wealth Transfer
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Tax Preparation
  • Business Planning
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Start with a conversation

Our initial conversation will help determine which level of service is best for your current situation and future goals, there’s no obligation from that call, it is a chance to get to know one another and discuss what value can be added.
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