Carol Gosho is a CFP-designated registered investment advisor at Gosho Financial Group, based in San Mateo, CA, with 24 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gosho Financial Group charges a monthly investment advisory fee based on the investment management strategy and the size of the account. The fees range from 0.5% to 1.25% per year. These fees may be reduced or waived for directors, officers, and employees of Gosho.
Location
1900 S Norfolk Street, Suite 350, San Mateo, CA, 94403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gosho Financial Group
Previous Registrations
Gosho Financial Group
Gosho Financial Group
LPL Financial LLC
Associated Securities CORP.
Associated Planners Investment Advisory INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.