Golden Road Advisors offers investment management and financial planning services. Investment management involves creating a customized portfolio strategy based on your goals, risk tolerance, and financial situation, primarily using low-cost mutual funds and exchange-traded funds (ETFs). Financial planning services can be part of investment management or offered separately, covering areas like retirement, education, and insurance needs. Golden Road Advisors may also recommend independent investment managers.
Assets Under Management$240M
Clients248
Advisors3
Avg. per Client$960K
Avg. per Advisor$79M
www.goldenroadadvisors.com ·www.linkedin.com/company/golden-road-advisors ·www.facebook.com/goldenroadadvisors
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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