Goar, Endriss & Walker is a CPA firm that also offers financial planning and investment advice. They provide hourly consultations, segmented financial plans, comprehensive plans, and retainer arrangements. Their services include cash flow management and tax strategies. They manage investments on a discretionary basis for retainer clients, tailoring advice to their individual needs.
Fee Structure
Goar, Endriss & Walker offers investment management as part of a retainer arrangement. The annual fee is calculated based on a percentage of your portfolio and the anticipated financial services needed. This fee is paid quarterly. The minimum annual retainer fee is $6,000. This includes portfolio monitoring, semi-annual performance reports, assistance with spending and estate planning, semi-annual consultations, and ongoing access to their financial planning staff.