Ian Goldey
Ian Goldey is a registered investment advisor at Goto Financial, based in westlake village, CA, with 29 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 67 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $6.0M | 1.00% |
| $6M+ | 0.50% |
Fees are billed quarterly in advance and are negotiable based on relationship complexity, relationship nature, and start date. Legacy clients and specific family groups may have different fee structures.
Fee Estimator
Location
westlake village, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Ian owns The Advisor Toolbox, where he outlines ideas for custom financial planning software, dedicating about 10-20% of his time. Ian also has an insurance business since 2009, selling term and whole life insurance products.
Employment History
Current Registrations
Goto Financial
Previous Registrations
UBS Financial Services INC.
Salomon Smith Barney INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.