The Gold Company provides hourly consultations on various financial planning topics, including wealth accumulation, tax planning, risk management, and retirement planning. They develop written financial plans and provide advice on investment portfolios. The Gold Company recommends investments in mutual funds, exchange traded funds, individual stocks and bonds, CDs, and annuities. All investment decisions are made on a non-discretionary basis, meaning the client makes the final decision.
Assets Under Management$17M
Clients29
AdvisorsN/A
Avg. per Client$590K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
The Gold Company offers portfolio consultation and development for a fee based on the value of your assets. The fee is calculated as a percentage of your assets, but there's a maximum fee you'll pay, as follows:
- Under $50,000: 2.00%, not to exceed $750
- $50,000-$99,999: 1.50%, not to exceed $750
- $100,000-$499,999: 1.25%, not to exceed $5,000
- $500,000-$999,999: 1.00%, not to exceed $7,500
- $1,000,000-$2,499,999: 0.75%, not to exceed $10,000
- $2,500,000-$4,999,999: 0.50%, not to exceed $12,500
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