GoalFocus Financial, LLC offers financial planning, consulting, and investment management services. They specialize in retirement, investment, and insurance planning. For investment management, they primarily use mutual funds and ETFs, and occasionally individual stocks and bonds. GoalFocus Financial tailors its services to each client's needs by collecting data, determining risk tolerance, analyzing data, structuring recommendations, and monitoring progress.
Assets Under Management$9.3M
Clients14
Advisors1
Avg. per Client$660K
Avg. per Advisor$9.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.25% |
Fees are negotiable for assets above $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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