Carol Gosho is a CFP-designated registered investment advisor at Gosho Financial Group, based in San Mateo, CA, with 25 years of industry experience. Carol 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, Insurance Planning, and 3 more. Their firm serves 33 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees range from 0.50% to 1.25% per year depending on account size, strategy, and overall relationship complexity. Fees are negotiable.
Fee Estimator
Location
1900 S Norfolk Street, Suite 350, San Mateo, CA, 94403
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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 →Employment History
Current Registrations
Gosho Financial Group
Previous Registrations
Gosho Financial Group
Gosho Financial Group
LPL Financial LLC
Associated Securities CORP.
Associated Planners Investment Advisory INC
State Registrations1 state
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
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