Gulfstream Financial Group provides financial planning services and general investment advice. Clients benefit from the firm's study of economic conditions and security markets. The firm produces a written financial plan providing advice on asset allocation, including money market investments, stocks, bonds, and other investments. Services are based on the individual needs of the client.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Fees for consultations are negotiable up to $250 per hour. Fixed fees for written financial plans are negotiable and range from $450 to $5,000, depending on the complexity of the client’s situation.
One-Time Plan:$450 - $5,000
Hourly Rate:Up to $250/hr
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