Guidance Point Retirement Services, LLC

RIASEC RegisteredEst. 2012

Total AUM

$85.4M

Discretionary

$85.4M

100% of AUM

Avg account

$10.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Portland, Maine
CRD number: 161000
Registered since: February 22, 2012
Website: www.guidancepointrs.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Charitable Organizations61.02%
Corporations / Businesses31.96%
Pension & Profit Sharing Plans7.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Guidance Point Retirement Services, LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm serves primarily institutional clients and functions as a capital allocator and pension consultant. Its advisory capabilities span portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, selection of other advisers, and client education through publications and workshops. The firm charges a mix of percentage-of-AUM fees, hourly fees, and fixed fees. FINTRX flags the firm as not an active ESG investor.