Go Fish Finance provides financial planning and investment management services. Financial planning covers investment planning, insurance, tax concerns, retirement, education, and debt/credit. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Go Fish also offers estate planning services through a third party. The firm offers two programs: a 3-month planning engagement (Explorer Program) and a 12-month planning and investment management engagement (Voyager Program).
Fee Structure
Go Fish Finance offers investment management as part of the Voyager Program. The firm charges a flat annual fee for investment management, ranging from $2,000 to $15,000 per year. The fee depends on portfolio complexity, the number of accounts, and investment strategy requirements. Because it's a flat fee, the effective percentage rate will vary based on account size. Fees are billed quarterly in advance.