Guided Capital Wealth Management, LLC

Guided Capital Wealth Management, LLC is a financial advisory firm based in Houston, Texas, established in November 2018 by Kyle Richard Louvar and Nicole Christine Louvar. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current financial situation. The firm requests discretionary authority from clients to make investment decisions in line with fiduciary duties. GCWM specializes in pension consulting services, financial planning, and ongoing financial planning services. Investment strategies include a mix of index and actively managed ETFs and individual stocks based on risk tolerance models. The firm's fee structure is asset-based, with annual fees ranging from 1.00% to negotiable for assets under management. GCWM does not charge higher fees based on trading activity and may aggregate securities transactions for multiple clients to seek favorable terms. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to impose restrictions on investments based on personal values. GCWM does not accept compensation for the sale of investment products and acts as a portfolio manager for a wrap fee program. The firm does not have custody of client funds but may deduct advisory fees directly from client accounts with written authorization. Clients receive quarterly account statements and billing invoices for fee transparency. GCWM provides discretionary investment advisory services and does not accept voting authority for client securities. The firm does not solicit prepayment of fees exceeding $1,200 per client six months in advance. Financial information indicates no financial conditions impairing the firm's ability to meet client commitments or recent bankruptcy petitions.