Golden State Advisors provides investment services to clients for advisory fees. They manage client's assets based on the client's risk profile and investment objectives, with the client granting them authority to manage their accounts. Clients can choose their own custodian to hold assets. The firm's strategies include growth, growth and income, and income, utilizing mutual funds, ETFs, stocks, bonds, and cash to construct portfolios.
Assets Under Management$7.9M
Clients35
Advisors1
Avg. per Client$230K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable. There is also a flat fee schedule of no more than 1% of assets under management or of the face amount of fixed income investment per transaction.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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