Gold Canyon Financial Planning offers personalized financial planning and investment management services. Advice is provided through consultations and may cover areas like financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. GCFP manages investments with a limited power of attorney, but clients receive statements from an independent custodian. GCFP is a fee-only firm and does not sell insurance or annuities, or receive commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $700K | 0.80% |
| $700K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.5M | 0.40% |
| $2.5M - $3.0M | 0.25% |
| $3M+ | 0.25% |
Fees may be lower for clients with contracts prior to March 27, 2017, or at the firm's discretion based on asset allocation strategies or assets exceeding $3M. For clients with total household accounts managed of $200,000 or greater, a comprehensive financial plan will be included in the annual fee, at no additional charge, if client provides the completed planning questionnaire and other requested documents.