Professional Advice. No Minimum Investment Required.

GuidedChoice is dedicated to helping you create the future want by offering solutions with low fees and no hidden costs.

401(k)
Advice
  • Know exactly what investment options to invest in and at what percent
  • Know what you should be saving in and out of your employer plan to reach your retirement goals
  • Know when and how to rebalance
  • A plan for both you and your spouse
  • Available for all types of employer-sponsored plans
  • Client support team available to you
  • Complimentary 1:1 consultation
 
$8.25Per Month
$99 billed annually
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Managed
IRAs
  • Personalized investment selection
  • One click implementation
  • Ongoing professional management with personalized glidepath
  • Automatic rebalancing to keep you on track
  • No rollover fees
  • No minimum balance required
  • Available for SEP, Roth, Traditional, SIMPLE
  • Client support team available to you
Up To
$6.30*Per Year
~57 to 63 bps
*per every $1000 in your account
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$50 annual fee applies for account balances under $50,000.
Click here to get full breakdown on our IRA fees.
Retirement Income Planning
  • Avoid running out of money after you retire
  • Know exactly how much you can safely spend each year
  • Know how to withdraw money from your investments in the most tax-efficient way
  • Know how to adjust your investments to support your annual income strategy
  • Know when to take Social Security
  • Know if an annuity is right for you
  • Client support team available to you
  • Complimentary 1:1 consultation
 
$24.92 Per Year
$299 billed annually
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You’re also protected by our Risk-Free Happiness Guarantee. If you’re not fully satisfied, for any reason, let us know.