R.E.A.L. Coach, operating as Garden Park Finance Realty Mortgage, provides financial and retirement planning with a focus on real estate and mortgage decisions. Jan Daly Wilson, the advisor, offers in-depth analysis of assets and liabilities to help clients identify areas where they may be losing money. R.E.A.L. Coach also recommends other investment advisors to clients who choose to invest in the securities market.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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