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 CommissionsWe don’t sell products, or receive commissions.
FiduciaryGuide Wealth Management acts as a Fiduciary.
ManagedWe offer fully managed investments.
Investment ManagementTiered Fee starting at 0.60%
- Risk Assessment And Allocation
- Custom Built Model Portfolios
- Managed Employee Stock Sales
- Managed RSU Transactions
- Managed NQSO and ISO
Wealth ManagementRetainer starting at $2500 per quarter
- Comprehensive Family Office
- All Investment Management Services
- Family Wealth Transfer
- Retirement Planning
- Estate Planning
- Tax Planning
- Tax Preparation
- Business Planning