Golden Years Financial (GYF) directs clients to third-party investment managers, performing due diligence on those managers. GYF also offers portfolio risk analysis and financial planning services, including investment, insurance, tax, retirement, college, debt/credit, and long-term care planning. GYF primarily recommends structured funds but may use other securities to diversify portfolios.
Assets Under Management$40M
Clients279
Advisors3
Avg. per Client$140K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
These fees are negotiable and are separate from the expense ratio associated with the respective investment manager’s funds. The aggregate management fees charged by GYF and the selected investment managers will not exceed 3.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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