O'Connell Investment & Insurance Services, operating as GO Wealth Management, is an investment management firm in Eugene, Oregon. GO Wealth offers investment management on a discretionary or non-discretionary basis, allocating client assets among mutual funds, ETFs, bonds, and equities. They also provide financial planning services, including retirement planning, estate planning, and tax strategies. GO Wealth also offers consulting services on specific financial topics. For employer-sponsored retirement plans, GO Wealth acts as an investment advisor under ERISA.
Fee Structure
GO Wealth Management charges an annual fee based on a percentage of the assets they manage. This fee covers investment advice, trade execution, and account maintenance. The fee is calculated on the household asset value and billed quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement and may be negotiable. GO Wealth may use margin, which increases the amount of billable assets and thus the fees collected. Legacy positions can be excluded from the fee calculation.