Stephan Goyette is a CFP-designated registered investment advisor at Gfp Wealth Management, based in Thousand Oaks, CA, with 21 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 48 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.82% |
| $2.0M - $5.0M | 0.52% |
| $5.0M - $15.0M | 0.37% |
| $15M+ | 0.37% |
The GFP annual advisory fee is subject to a minimum of $5,500. Legacy clients may have a lower fee schedule detailed in their advisory agreement. The fee for accounts over $15,000,001 is customized.
Fee Estimator
Contact
Stephan Goyette
Location
25 W Rolling Oaks Drive, Suite 111, Thousand Oaks, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gfp Wealth Management
State Registrations1 state
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