Gosho Financial Group provides custom investment management and financial planning services for individuals, families, businesses, trusts, and estates. Gosho Financial Group builds tactical portfolios designed to reduce risk and grow long-term wealth, using a variety of securities including stocks, bonds, mutual funds, exchange-traded products, and options. In addition to managing investments, Gosho Financial Group offers financial planning covering asset allocation, cash flow management, tax strategies, retirement planning, estate planning, and insurance needs. Services can be delivered through formal written plans, consultations, or ongoing retainers. Gosho Financial Group is owned by Carol J. Gosho and has operated as a registered investment advisor in California since 2010.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment advisory fees range from 0.50% to 1.25% per year depending on account size, strategy, and overall relationship complexity. Fees are negotiable.