Goldmark Financial Planners offers financial planning and investment management services to individuals, small businesses, and non-profit organizations. Services include one-time consultations, financial plan preparation, and ongoing investment management. The firm's services are tailored to client needs, whether they seek a second opinion or comprehensive financial analysis and asset management. The firm manages client accounts with Schwab Advisor Services.
Assets Under Management$6M
Clients40
Advisors2
Avg. per Client$150K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
0.75% for retirement accounts and 1% for taxable accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...