Shai-Lin Gothreau is a registered investment advisor at Core Planning, based in Garland, TX, with 1 years of industry experience. Shai-Lin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 359 clients with $120M 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 $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
Garland, TX
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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 ActivitiesSells Insurance
Shai-Lin is involved with Infinity Financials LLC, focusing on financial coaching, budgeting, and goal setting, dedicating about 10-20% of her time. She also performs Business Process Management work for Travelers Insurance, which may occur during business hours.
Employment History
Current Registrations
Core Planning
State Registrations2 states
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