GuideVest is an online tool for investors providing the information needed to evaluate the recommendations they receive from their advisors.
44 Million US Households pay for advice. But 37% of households don't trust financial services firms (source: Cerulli). Our target is the investor that uses an advisor but wants to be able to better evaluate recommendations and advice they receive and credibly monitor the performance of their portfolio - and their advisor. GuideVest addresses this need. eg: How much am I really paying in fees? what are the "pros and cons" of a variable annuity?