GoalFusion Wealth Management offers investment management, financial planning, and retirement plan consulting. For investment management, they create portfolios tailored to client needs using various securities. Financial planning covers areas like retirement, estate, and tax planning. Retirement plan consulting assists employers in establishing and monitoring retirement plans. GoalFusion acts as a fiduciary, prioritizing client interests and maintaining open communication.
Fee Structure
GoalFusion Wealth Management manages your investments for a fee that will not exceed 1.20% per year. This fee is calculated monthly based on the average of the beginning and ending market value of your investments, including cash. The fee is deducted directly from your account. Fees are negotiable.