Go To-Financial offers investment advisory services including asset management, financial planning, and referrals to third-party money managers. For asset management, they meet with clients to understand their financial situation and goals, then propose an investment approach. Financial planning covers areas like investment, retirement, estate, and tax planning. They also provide referrals to third-party money managers, assisting clients in selecting a suitable manager and reviewing their performance.
Fee Structure
Go To-Financial offers investment management services where they charge a percentage of your assets. The percentage typically ranges from 0.35% to 1.25%. The exact percentage will be specified in your advisory contract. Fees are billed quarterly in advance.