Golden Guidance LLC offers investment advice and financial planning to individuals, high net worth individuals, corporations, and other businesses. They provide both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet client needs. Financial planning services include ongoing financial management and budgeting assistance. They primarily recommend ETFs but may advise on other investments.
Assets Under Management$11M
Clients20
Advisors1
Avg. per Client$550K
Avg. per Advisor$11M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.75% |
| $4M+ | 0.65% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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