Gosho Financial Group offers investment advisory and financial planning services. Gosho manages portfolios based on clients' objectives, using a tactical allocation strategy. Financial planning services cover areas like asset allocation, cash flow, tax strategies, retirement planning, and estate planning. Gosho may recommend third-party money managers and receives a portion of their fee for the referral.
Assets Under Management$23M
Clients34
Advisors2
Avg. per Client$690K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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.
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