Golden Goose Wealth Planning (GG) manages investments and provides financial planning. GG creates personalized investment portfolios based on your goals and risk tolerance. They may use sub-advisors like XY Investment Solutions or Betterment to manage your money. GG also offers project-based financial planning on topics like retirement, college savings, and estate planning, as well as ongoing financial planning for a monthly fee.
Assets Under Management$4.9M
Clients17
Advisors1
Avg. per Client$290K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$4,000
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 negotiable. Investment Management Services are only available to Clients utilizing our Ongoing Financial Planning Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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