How does the advisor help clients – Key Takeaways:
GUIDESOURCE CAPITAL MANAGEMENT, LLC is a financial advisory firm that provides personalized investment solutions to its clients. They specialize in investment management, financial planning, and retirement planning.
Facts and Insights
GUIDESOURCE CAPITAL MANAGEMENT, LLC has been in business for over 20 years and has accumulated a wealth of experience and knowledge in the financial industry. They have a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
GUIDESOURCE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to individuals and families, including investment management, financial planning, retirement planning, estate planning, tax planning, and education planning.
Client Types
GUIDESOURCE CAPITAL MANAGEMENT, LLC works with clients from all different backgrounds and life stages. They cater to individuals, families, high-net-worth individuals, and small business owners.
Fees & Compensation
GUIDESOURCE CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means they do not earn commissions or receive any type of compensation from the companies whose products they recommend. This ensures that their clients’ best interests are always the top priority.
Background
GUIDESOURCE CAPITAL MANAGEMENT, LLC was founded by John Smith, who has over 30 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC).
Financial Advisor Disclosures to Know
As a registered investment advisor, GUIDESOURCE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures on file.