Goal Wealth Advisory manages investment portfolios and offers financial planning services. They create customized financial plans for clients, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. They primarily use passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$10M
Clients25
Advisors1
Avg. per Client$420K
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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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