Guidance Point Retirement Services, LLC

RIASEC Registered

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 SEC-registered institutional RIA organized as an LLC and registered in 2012. The firm identifies as a capital allocator serving institutional clients and acting in a pension consultant capacity. Its advisory services include portfolio management for individuals and small businesses as well as for businesses or institutions, selection of sub‑advisers, and pension consulting. The firm also produces written material and runs educational seminars and workshops. Fee arrangements include a percentage of assets under management plus the option of hourly charges or fixed fees. Guidance Point does not report itself as an active ESG investor and is not designated as a multistate adviser in the available filings.