How does the advisor help clients – Key Takeaways:
GUIDE ADVISORS, INC. offers a range of financial services to help clients achieve their financial goals.
- They have a team of experienced and knowledgeable advisors who provide personalized financial advice and guidance.
- They work closely with clients to create customized financial plans based on their unique needs and goals.
- Their services are designed to help clients manage their investments, plan for retirement, and save for college or other major expenses.
- They also offer ongoing support and reviews to help clients stay on track and adjust their plans as needed.
Facts and Insights
GUIDE ADVISORS, INC. was founded in 2005 by a team of financial experts with a passion for helping others achieve financial success. With over 15 years in the industry, they have built a strong reputation for providing reliable and trustworthy financial advice to their clients.
Their team of advisors has a combined total of over 100 years of experience in the financial industry, making them well-equipped to handle a variety of financial situations and provide sound advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GUIDE ADVISORS, INC. offers a wide range of financial services to help clients achieve their goals. Some of their key services include:
- Investment management: Their team of advisors help clients manage their investments and build a diversified portfolio to achieve their goals.
- Retirement planning: They provide personalized retirement planning services to help clients save for retirement and enjoy their golden years.
- Estate planning: They assist clients in creating an estate plan to ensure their assets are distributed according to their wishes.
- Education planning: They help clients plan for their children’s education and find the best options for saving for college.
Client Types
GUIDE ADVISORS, INC. works with a diverse range of clients, including:
- Individuals and families looking to improve their financial situation
- Small business owners seeking financial guidance
- High-net-worth individuals in need of advanced financial planning
- Retirees in need of ongoing retirement planning and investment management
Fees & Compensation
GUIDE ADVISORS, INC. is a fee-based advisory firm, meaning they charge a percentage of a client’s assets under management as their fee. This incentivizes them to help clients grow their investments and aligns their interests with those of their clients.
They are transparent about their fee structure and work with clients to find a fee plan that best suits their needs and goals.
Background
GUIDE ADVISORS, INC. was founded by a team of financial experts with a shared vision of helping clients achieve financial freedom. They are committed to providing unbiased and personalized financial advice to their clients, and their long-standing reputation in the industry is a testament to their commitment.
Financial Advisor Disclosures to Know
As a registered investment advisor, GUIDE ADVISORS, INC. is subject to certain disclosures that clients should be aware of. These include:
- Any potential conflicts of interest that could impact their advice
- Any disciplinary actions or legal proceedings against the firm
- Any affiliations with other financial institutions or companies
They are committed to transparency and always prioritize the best interests of their clients.