Goose Valley Consulting provides financial planning and consulting services, including written financial plans and one-time or as-needed consultations. Goose Valley Consulting also refers clients to third-party money managers for investment management. Goose Valley Consulting assists clients in identifying their risk tolerance and investment objectives and recommends third-party money managers accordingly. Goose Valley Consulting acts as a communication conduit between clients and the third-party money managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are for investment supervisory services through Frontier Asset Management. Fees are paid quarterly in advance, and clients may terminate their account with three days written notice. There is an account minimum of $250,000, which may be waived by the investment adviser.