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How much does it cost?
The better question is, "Is it worth it?" Will you end up being glad you made the investment? We strongly believe the answer is yes — not only from a financial standpoint, but in the amount of stress lifted off your shoulders. We’ll show you how to simplify the complex by focusing on the parts of your financial plan you can control and stop obsessing over the parts you can’t.
We’re strictly Fee-Only and don’t receive a commission on the investments we recommend, so you can be confident we’re working in your best interest. In fact, as fiduciaries, we’re bound to it.
Our fees are based on three types of service:
Financial Planning and Investment Management Combined
Assets Managed
$3,000 Fixed Annual Fee + Variable Annual Fee Rate:
$0 to $999,999
0.75%
$1,000,000 and greater
0.50%
Clients are billed at the rates above based on the value of investment assets under GoalQuest’s management at the end of the calendar quarter, as valued by the client’s custodian. GoalQuest charges a minimum annual fee of $3,000. Fees are paid quarterly in advance. Fees for new clients are pro-rated from the date services begin.
Financial Planning Only
$200 per hour
GoalQuest charges a $3,000 minimum financial planning fee. The length of time it will take to develop a Financial Plan will likely vary depending on each client’s situation. GoalQuest will provide an estimate for the total hours at the start of the advisory relationship. Fees are paid 50% in advance, with the balance due at project completion.
Investment Management Only
Assets Managed
Variable Annual Fee Rate:
$0 to $999,999
0.75%
$1,000,000 and greater
0.50%
Clients are billed at the rates above based on the value of investment assets under GoalQuest’s management at the end of the calendar quarter, as valued by the client’s designated custodian. GoalQuest charges a minimum annual fee of $3,000. Fees are paid quarterly in advance. Fees for new clients are prorated from the date services begin.
For more information.
Contact us to schedule a financial consultation about your goals and dreams and how we can help you achieve them.
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