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, we clearly recognize that less is more. The management fee will typically be an annual fee in the range of 0.50% to 1.50%, and the management fee is negotiable, based on the amount of assets to be managed, the client's existing fee structure upon engagement, the number of services utilized, and the products selected. Please refer to ourForm ADV, Part 2A for our full fee disclosures.
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 On your quarterly statement, you will clearly see how much was withdrawn from your account for our management fee.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 ranges which lower our fees based on larger account balances. The more that you choose to invest with Guidance Point, the lower your fee.
