Guidance Point Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 148768
- Registered since
- October 16, 2012
- Website
- www.guidancepointllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.5%
- Individuals11.33%
- Other0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Guidance Point Advisors, LLC is an independent, owner-operated RIA organized as an LLC and SEC-registered since 2012. The firm functions as a capital allocator and serves primarily individual and family clients. Its engagement model combines percentage-of-AUM billing with hourly and fixed-fee arrangements. Advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of external advisers, and the publication of periodicals or newsletters. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities24%
- US Government Bonds8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Benjamin Smith
Chief Investment OfficerCRD 6027765
Contacts
3 of 5
Christopher Del Col
Investment ConsultantCRD 1894240
Curtis Worcester
Investment ConsultantCRD 7210487
Robert Delcol
MemberCRD 1513208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$334M in ETFs
95%
$316M
1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $61.3M | 81,708 | 18.36% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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