See the difference a GuidedChoice Managed IRA can make

  • Professionally managed for effortless investing

  • Personalized to you - never one size fits all

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    Transparent fees and all-in low pricing so you know exactly what you’re paying

  • Projects future wealth to help you make more informed decisions

  • Advice that’s solely in the best interest of you

Why a GuidedChoice Managed IRA?

With a SIMPLE, Traditional, Roth, or SEP Managed IRA from GuidedChoice, you’ll get professional management and personalized advice, making it effortless to save for the retirement you want. You’ll also be able to project future wealth so you better understand what to expect in retirement. And our Managed IRAs never come with hidden fees, so you always know what you’re paying.

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What you see is what you pay

With many other professional advice providers it can be difficult to estimate the fees. There’s a management fee, an investment fee, custodial fee, and more. With GuidedChoice, our fees are totally transparent and our pricing is all-in, so you’ll always know what you’re paying and there are never any hidden costs.

See how much you’d pay annually at any account value:



$50 annual fee applies for account balances under $50,000, fee included in number above.
*$5.80 – $6.30 per every $1,000 in your account. Price varies depending on expense ratio fees.

Click here to get a full breakdown of our fees.

How it works

Our research shows a majority of investors prefer avoiding risk over seeking reward. That’s why we employ a rigorous and proprietary methodology designed by Nobel Laureate, Dr. Harry Markowitz to help you reach your goals. In seeking funds, we balance low cost with how we expect the fund to perform. And the portfolios we offer range in risk and expense ratios to better fit your needs so you can retire the way you want.

Learn More about our Methodology

A Personalized Plan

There is no one-size-fits-all IRA. That’s why we give you the ability to customize your plan based on your savings rate and date of withdrawal. From there, we’ll provide a personalized, diversified investment portfolio designed to help you reach your savings goals.

Automatic Rebalancing

Our digital intelligence continuously monitors the funds you’re invested in and rebalances your account when necessary to keep you on track.

Projected Wealth

Better understand how small adjustments can create various outcomes, helping you make informed decisions while you answer those difficult questions, like, “Should I save more?” and, “When can I really withdraw?”

Our Total Fee

Up To
$6.30*

per year
for every $1,000 in your account

$50 annual fee applies for account balances under $50,000.
*Price ranges between $5.80 – $6.30 depending on investment fund fees in your portfolo (i.e. expense ratio)

Getting Started

Whether you’re opening a new IRA or rolling over an existing account, a few minutes is all it takes to start a personalized GuidedChoice plan.

No minimum balance is required, and all IRAs are available for an affordable fee.

Get Started
IRA Buyers Guide for Individuals

Is an IRA right for you?
Get our buyers guide to find out.

There are a few types of IRAs, and each has its differences, benefits, and features. We’ll help you better understand them so you can choose the one that’s right for you. This guide will help you know what questions to ask, show you how to expose hidden fees, and explain how unknown costs can impact your future.

Thinking about rolling over?

Rolling over is fast and easy. Just select your IRA type (Traditional, Roth, or SEP), enter your information, and confirm. It’s that simple.

Rollover Now

Are you paying too much in fees?

Compare how much your 401(k) or current IRA is costing you to a GuidedChoice Managed IRA. Use our fee calculator to see how much you can possibly save with us.

Compare Fees

Not sure which IRA is right for you?

Our objective Concierge Service will help you determine the type of IRA that will work best for you. Whether it's with us or not, we're here to help.

Schedule an Appointment

Want to know more about the funds we use?

If you are interested in learning more about the funds in our portfolio, how they are selected and the fees associated with each, download an overview here.

Download Now

FAQ

Is there someone I can talk to if I have questions or need help?
Of course you can. Give us a call at 877-310-4248.
What is the difference between a Roth, a SEP, and a Traditional IRA
Read about it here.
Should I rollover my 401(k)?
Check out your options here or evaluate the pro's and con's here
What is the difference between a managed IRA and non-managed IRA?
Read about it here.

For more help or to find answers to other questions, visit our support center

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401(k) Advice and
Management
  • Maximize the potential of your existing plan
  • Personalized advice with rebalancing as needed
  • Take all of your retirement assets into consideration
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Managed IRAs
  • Personalized advice and professional management
  • Automatic rebalancing to keep you on track
  • Rollover an existing IRA in minutes
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Retirement
Income Planning
  • Turn your savings into regular income
  • Maximize the long term value of your assets
  • Avoid running out of money after you retire
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