Choose Your Plan

1%

managed investments

Wealth Management

Financial Planning & Investment Management

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Fees begin at 1% of investments managed and tier lower.

Custom portfolios tailored to you

Monitor, review, and re-balance

Comprehensive financial planning

Goal prioritization and implementation

Minimum of $250K in investments

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$200 - $400

monthly

Financial Planning

Ongoing Financial Planning

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Fees range from $200-$400 a month (based on complexity)

One-time initial fee of $500

Comprehensive financial planning

Goal prioritization and implementation

Investment advisement (client responsible for providing statements and implementing)

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$500

one-time fee

Quickstart

Are we on the right track?

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$500 one-time fee

Review of top 2-3 planning areas

Explore additional financial low- hanging fruit for immediate benefit

A series of two virtual meetings

Written recommendations

All plans involve working one-on-one with a CERTIFIED FINANCIAL PLANNER™

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PRO-BONO PLANNING

If you are currently experiencing financial hardship you are not alone. GuidePoint offers pro-bono (no cost) financial planning to families who have been adversely affected by the coronavirus or who have had their income eliminated or reduced for any reason. Please click here if you are interested in learning more about how we may be able to work together.