As a financial advising firm, we work hard to earn the trust that’s been placed in us and strive to provide the best financial advice for each client’s unique situation. The majority of our business is advisory, meaning you pay an ongoing asset-based fee for our services. As a result, our success depends on your success.
Because we are held to a fiduciary standard, we are required to act in the best interest of our clients. Based on our initial complementary consultation, we will make recommendations we believe are the ideal for you, whether or not they are the most profitable for us. And, if you decide to come on board as a client, you can be confident the custom financial strategy we create together will also be built with only your best interest in mind.
Depending on the amount of a client’s assets, our clients typically pay an advisory cost of approximately one percent of their assets managed by our firm. As we help your assets grow, our advisory fee rate declines when you qualify for breakpoints or discounts based on the assets you have invested with our firm. After a thorough discussion to understand your situation and ensure we are a good fit for your financial needs, we may recommend a commission-based investment if we believe it would be beneficial for you.
At Golden Strategies Financial Group, we believe in transparency and being straight forward about why we recommend a product or strategy and how we are paid. We recognize we have to earn your business (and your fees) every day, and we strive to deliver actionable, ongoing advice worth far more than its cost.