Goldstrike Capital provides portfolio management based on individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. GCL also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. GCL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$0
ClientsN/A
Advisors2
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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