Goalen Capital Advisors offers investment management on a discretionary basis, retirement consulting for businesses, and comprehensive financial planning. Investment management may be tailored to specific client needs or managed through model portfolios. Financial planning covers various aspects of a client's finances, including estate, insurance, and retirement planning. Plans are reviewed regularly and tailored to individual needs.
Assets Under Management$59M
Clients77
Advisors1
Avg. per Client$760K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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