Goalen Capital Advisors manages investment portfolios and provides personalized financial planning for individuals, families, trusts, foundations, and retirement plans. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, separately managed accounts, individual stocks and bonds, and private investment funds. Goalen Capital Advisors helps clients with retirement planning, estate planning, insurance analysis, tax strategies, and education funding. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Assets Under Management$87M
Clients101
Advisors1
Avg. per Client$860K
Avg. per Advisor$87M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts over $10,000,000 are negotiable. Financial planning is included for investment management clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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