Golden Financial Services, led by Craig Alan Krespach, provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and business entities. Golden Financial creates and manages investment portfolios based on a client's goals, financial situation, and risk tolerance. They primarily use mutual funds and ETFs. Clients can also receive consulting services on estate planning, retirement planning, and portfolio reviews. Golden Financial manages accounts on a discretionary basis only.
Assets Under Management$54M
Clients116
Advisors1
Avg. per Client$470K
Avg. per Advisor$54M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000. Charitable trusts are charged 0.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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