Goshen Capital develops financial plans and manages investments for clients. For clients below the asset management threshold, Goshen offers one-time financial planning services. Goshen creates a tailored investment policy for each client based on their individual needs, risk tolerance, and financial goals. Goshen offers asset management on a discretionary basis, making changes to investments as needed to meet financial goals. In limited circumstances, Goshen will provide asset management services on a non-discretionary basis.
Assets Under Management$21M
Clients19
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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