Golden Bell Financial Planning offers ongoing investment management and financial planning services to individuals and high-net-worth individuals. Financial planning covers investment, retirement, insurance, tax, and estate planning. To receive financial planning services, you must be an asset management client. Golden Bell Financial Planning uses an evidence-based investing approach.
Assets Under Management$210M
Clients92
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
