Pricing

Fees make a difference.

Let’s get right to it - The less you pay in fees, the more money you are able to keep. That additional money continues to be invested and grow and that can really add up over time. While we acknowledge that fees are only part of the investing equation, with our maximum fee of 0.75%, we clearly recognize that less is more.  Please refer to our Form ADV, Part 2A for our full fee disclosures.

0.75%  Annual Fee; fees based on account balance

0.75%  Annual Fee; fees based on account balance

We also believe in full transparency relating to fees.  We work with our clients to help them understand  how and when costs are applied to their accounts, and to what party they are paid.

 


Frequently Asked Questions

 

Q:  How are fees deducted?
Fees are deducted directly from your account on a quarterly basis in arrears. On your quarterly statement, you will clearly see how much was withdrawn from your account for our management fee.

Q:  Do you ever receive a commission on products you recommend?
No, we  never directly or indirectly receive a commission on  products we recommend. Its important that our clients know our  economic relationship is paid entirely through them, and not other third parties.  This is how we ensure  we are fiduciaries 100% of the time.  

Q:  Can I cancel at any time?
Yes, you can end your relationship with Guidance Point Advisors at any time. Our fees will be prorated for the time that you employed us.

Q:  What if I have over $1 million in my accounts?
Guidance Point Advisors has several fee breakpoints which lower our fees based on larger account balances. The more that you choose to invest with Guidance Point, the lower your fee.