Golden Goose Wealth Planning, LLC is a registered investment advisor based in Ada, Michigan, owned and operated by Stephanie Anne Trexler. The firm specializes in personalized investment management and comprehensive financial planning for individuals and high-net-worth clients. Golden Goose Wealth Planning uses Modern Portfolio Theory and passive investment strategies, utilizing index funds, exchange-traded funds, and third-party managers like Betterment and XY Investment Solutions to manage portfolios. In addition to managing investments, the firm provides project-based and ongoing financial planning covering retirement, tax strategies, estate planning, cash flow, insurance, college savings, and business planning. The firm is legally required to act in your best interest as a Certified Financial Planner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are blended and paid quarterly in arrears. Minimum annual fee is $4,000. Betterment sub-advisor charges an additional 0.15% third-party management fee.