What do I get when you manage my account for me vs. just giving me advice?

When GuidedChoice manages your account, we take on 99% of the work while you can sit back and relax. We recommend how your account should be allocated and then with one click from you, we can implement the advice and continually rebalance throughout the year to keep your portfolio appropriately diversified.

For the most part, we have the information we need to advise you so there is little effort from you on that part too. You have the emotional benefit of being able to completely set it and forget it and know that your account is in expert hands. If something changes, we do suggest you come back in and adjust things to make sure that we have the best and latest information when taking care of you.

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