GUIDANCE INVESTMENT ADVISORS, LLC
Elkhart, Indiana
5.0
2 Reviews
Guidance Investment Advisors, LLC, located in Elkhart, IN, is a well-established small investment advisory firm serving over 220 individual clients. With more than $283,456,000 in assets under management, their expertise lies in discretionary asset management. Although 401K and individual accounts constitute less than 30% of their portfolio, they possess the capability to effectively handle employer funds. The firm operates from a single office in Elkhart. Guidance Investment Advisors, LLC employs a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services. With an avera...
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Assets Under Mgmt

$283.46M

Investment Professionals

4

Locations

0

% 401K & Individual

11%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
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