GoalVest Advisory (GVA) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. GVA creates investment plans and manages portfolios, generally with discretionary authority. GVA also acts as a subadvisor to other advisory firms. GVA sponsors private funds. Financial planning services cover investment review, cash flow, tax, retirement, college, insurance, and debt/credit planning.
Assets Under Management$630M
Clients450
Advisors7
Avg. per Client$1.4M
Avg. per Advisor$90M
www.linkedin.com/in/sevasti-balafas-cfa-cpwa%c2... ·goalvestadvisory.com ·www.linkedin.com/company/goalvest-advisory
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.60% |
Fees are negotiable in some cases. Accounts of family members may be included together for calculation of advisory fee breakpoints, at GVA’s sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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