AS
AS

Ariana Sher

2 Years of Experience
Miami, FL

Ariana Sher is a registered investment advisor at Goi, based in Miami, FL, with 2 years of industry experience. Ariana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 59 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
59 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$111.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+0.50%

Fees listed are for the Aggressive Growth (AG/90) investment objective. Other investment objectives have different fee schedules. Fees do not include custodian, trading costs, and technology fees. Fees do not include third-party money manager or other platform fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

801 Brickell Avenue, 8th Floor, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ariana works as a real estate salesperson for Douglas Elliman since April 2024. This activity, which is not investment-related, requires a few hours per week.

Employment History
Current Registrations
Goi
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Ariana Sher - Financial Advisor | TrueAdvisor