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 registered investment adviser that has been SEC-registered since 2012. The firm advises individual and family clients and describes itself as a capital allocator that also selects third-party managers. Core services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and publishing periodic client communications. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee engagements. The firm does not position itself 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 87Active vs passive
$297M in ETFs
95%
$281M
<1%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $54M | 82,550 | 18.16% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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