Gouda Wealth Planning provides investment management and financial planning services. As a fee-only firm, Gouda Wealth Planning only receives compensation from clients for their services. Wealth management includes continuous investment advice and financial planning. Financial planning services cover cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement planning, risk management, and tax planning. Financial planning is offered on a project basis or ongoing.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
If Gouda Wealth Planning utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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