Richard Goselin is a registered investment advisor at Gsi Financials, based in Eastham, MA, with 2 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
Eastham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is the President and certified flight instructor of GSI Corp. This activity takes about a quarter of his time.
Employment History
Current Registrations
Gsi Financials
State Registrations1 state
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