Golden Lion Wealth Management offers investment advice and financial planning to individuals, trusts, and retirement plans. Services include comprehensive portfolio management, financial planning & consulting, and retirement plan consulting. For portfolio management, the firm may use sub-advisors. Financial planning covers areas like retirement, estate, tax, and education planning. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$16M
Clients58
Advisors1
Avg. per Client$280K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.40%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...