Shonan Gold Financial provides financial planning and automated investment management services. Financial planning includes reviewing financial goals, tax planning, asset allocation, risk management, retirement planning, budgeting, education planning, cash flow, charitable planning, insurance analysis, business financial planning, mortgage/debt analysis, and real estate analysis. Shonan Gold may direct clients to third-party money monitoring services.
Assets Under Management$12K
Clients2
Advisors1
Avg. per Client$6K
Avg. per Advisor$12K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee is in addition to any fees charged by the third-party managing the money.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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