Going CPAs and Wealth Advisors provides financial planning, investment portfolio management, and general consulting services. They work with clients to understand their financial situation, goals, and risk tolerance to develop a financial outline and investment plan. They manage investment portfolios on a discretionary basis, meaning they can make trades without asking you first, but you can place some restrictions on the account. They primarily invest in mutual funds, ETFs, and bonds.
Assets Under Management$160M
Clients324
Advisors9
Avg. per Client$500K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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