Gulsrud Consulting LLC is a registered investment advisor located in Bell Canyon, California, founded and operated by Erik P. Gulsrud. Gulsrud Consulting specializes in serving high-net-worth and ultra-high-net-worth individuals and families, trusts, estates, foundations, and businesses. The firm does not manage investment portfolios directly; instead, Gulsrud Consulting focuses on comprehensive financial planning, family office coordination, estate planning strategies, charitable giving, and family governance. Gulsrud Consulting acts legally required to act in your best interest as a fiduciary. When clients need portfolio management, Gulsrud Consulting may refer them to third-party investment managers like Pathstone Family Office, receiving a portion of the advisory fee through a referral arrangement.
Fee Structure
- Hourly consulting — $100 to $300 per hour for financial planning and consulting services
- Fixed-fee financial planning and family office services — $5,000 to $50,000 depending on the expected effort, duration, and complexity of the deliverables