GoalQuest Advisors is a fee-only registered investment advisor providing financial planning and investment management. GoalQuest works with individuals, families, trusts, non-profits, and businesses. They focus on long-term financial and investment strategies, emphasizing financial planning and education. GoalQuest offers three service levels: financial planning and investment management combined, financial planning only, and investment management only.
Assets Under Management$110M
Clients45
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.75% |
| $1M+ | 0.50% |
In addition to the percentage-based fee, clients also pay a flat $3,000 annual fee. The same fee schedule applies to investment management only clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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