Guided Choice Asset Management Review


Trust Score 85%
Trust Score info_outline
Share

Guided Choice Asset Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 5 advisors. Guided Choice Asset Management manages $16 billion and provides investment advisory services for 155,342 clients (1:31069 advisor/client ratio).

Individuals enrolled in a managed account are normally charged a fee, usually less than 0.45%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 31069 clients (industry average 1:50)
  • Firm has been federally registered for only 16 years
  • Custodian is unknown

View Full Report


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Individuals enrolled in a managed account are normally charged a fee, usually less than 0.45%.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $100,299
Hybrid Advisor No
Disciplinary History No
Total AUM $16 billion
Advisor / Client Ratio 1:31069
Headquarters San Diego, CA
SEC Filings Forms and Brochures


Questions & Answers



Get answers about Guided Choice Asset Management


Ask a question question_answer


Feedback