GoalVest Advisory manages investment portfolios and offers personalized financial planning for individuals, families, and institutional clients. GoalVest Advisory creates tailored investment strategies using fundamental, quantitative, and technical analysis, along with modern portfolio theory. Services include asset allocation, security selection, ongoing portfolio monitoring, retirement planning, tax considerations, and college planning. GoalVest Advisory primarily serves high-net-worth individuals, charitable organizations, and business entities, and also sponsors and advises private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are negotiable in some cases. Accounts of family members may be combined for fee breakpoint calculations at GoalVest Advisory's discretion.