Goal Line Wealth Management (GLWM) offers investment advice tailored to clients' needs, including asset allocation recommendations across various investment products. GLWM also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. GLWM may use a sub-advisor to manage client assets. GLWM provides discretionary investment advisory services to some clients.
Fee Structure
Goal Line Wealth Management charges a fee based on the value of your portfolio. The annual fee is a maximum of 2%. This fee includes consulting services, except in unique circumstances where a separate financial planning agreement is needed. The fee is calculated monthly in advance based on the market value of your investments on the last business day of the previous month.