Golden Foundation Advisors provides personalized financial planning and investment management services for individuals and high net-worth clients. Golden Foundation Advisors helps clients with comprehensive financial planning, including retirement planning, tax planning strategies, estate planning, risk management, business planning, cash flow and debt management, college savings, and employee benefits optimization. For investment management, Golden Foundation Advisors builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities based on each client's specific goals, risk tolerance, and tax situation. The firm operates as a fee-only practice, meaning compensation comes solely from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $15.0M | 0.25% |
| $15M+ | 0.15% |
Fees are negotiable. Household accounts may be aggregated for fee calculation.