GUIDANCE POINT RETIREMENT SERVICES, LLC

RIASEC RegisteredEst. 2012

Total AUM

$88.2M

Discretionary

$88.2M

100% of AUM

Avg account

$11M

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 Organizations62.28%
Corporations / Businesses30.93%
Pension & Profit Sharing Plans6.8%
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 SEC-registered advisory firm organized as a limited liability company and registered in 2012. The firm identifies as a capital allocator serving primarily institutional clients, with a clear emphasis on retirement- and pension-related work: its advisory activities include pension consulting, portfolio management for businesses or institutions, and selection of other advisers. It also offers portfolio management for individuals and small businesses and engages in client education through publications and seminars. Fee arrangements reported include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor.