Goldstrand Planning Group, led by Dennis J. Goldstrand, provides investment advisory services and financial planning to individuals, families, trusts, estates, charitable organizations, and employer retirement plans. Investment recommendations are tailored to each client's objectives, risk tolerance, and financial situation. Goldstrand Planning Group does not have discretionary authority over client accounts.
Assets Under Management$43M
Clients32
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.25% |
| $4.0M - $5.0M | 0.20% |
| $5.0M - $6.0M | 0.15% |
| $6M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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