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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...see more
Assets Under Mgmt
$283.46M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Guidance Investment Advisors, Llc
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