Gosch Wealth Advisory offers a structured three-step service model for individuals, starting with an initial financial assessment and planning project, followed by ongoing comprehensive financial planning, and optional investment management. Gosch Wealth Advisory requires clients to maintain an active ongoing financial planning relationship in order to use investment management services. The firm uses a goals-based investment approach, focusing on asset allocation, modern portfolio theory, and asset dedication to match investments with specific cash flow needs. Gosch Wealth Advisory specializes in working with individuals and high-net-worth clients, helping them navigate retirement planning, tax strategies, estate planning, cash flow management, and investment portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $625K | 0.00% |
| $625K - $2.5M | 1.20% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.60% |
| $7.5M+ | 0.30% |
First $625,000 of assets is charged 0% as part of the bundled planning relationship. Investment management requires an active ongoing financial planning agreement.