Transparency in Pricing | Golden Gift Wealth Management

Comprehensive Financial Planning*

Individuals: Starting at $3,000 per year

Couples: Starting at $5,000 per year

Small Businesses: Starting at $10,000 per year

*Fees may vary based on complexity

Investment Management Only

Assets Under Management	Maximum Annual Rate
$1 to 1,000,000	1.30%
$1,000,001 to $2,000,000	1.00%
$2,000,001 to $3,000,000	0.8%
$3,000,001 to $5,000,000	0.6%
$5,000,001 or more	Negotiable

Commission-Based

Option available in certain client situations.

Not ready to talk

Sign up for our newsletter full of helpful and timely financial tips and updates. Type the word "Newsletter" in the message box.

Name

Email

Address

Phone

Message

Thank you!

Oops!