GuideStream Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$217,249,752
Total clients
813
4% high-net worth
Total advisors
5
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
163
Average account size
$267,220
Client services
Fee options
$0 - $250,000: 1.15% $250,000 - $500,000: 1.00% $500,000 - $750,000: 0.85% $750,000 - $1,000,000: 0.70% $1,000,000+: 0.55%
Financial planning and consulting hourly rate normally $175 per hour
Account minimum: $25,000 minimum for retail clients; $2,000,000 minimum for Institutional Clients (typically required) Minimum fee: Annual minimum fee of $250 for retail clients Fee-only: Financial planning and consulting fees normally $175/hour, generally ranging from $500 to $4,500 for stand-alone services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
GuideStream Financial, Inc.
8050 Spring Arbor Road
Spring Arbor MI 49283, United States
Number of offices
1
Quick links
Advisors at this firm
Levi C
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
Ridge F
CFP®, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
Jennifer D
Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
Kirk H
CFP®, ChFC®, Series 63
Spring Arbor, MI
GuideStream Financial, Inc.
William B
Series 63, Series 65
Spring Arbor, MI
GuideStream Financial, Inc.
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