About Us
Ready.Set.GO
GO Wealth Management is a fiduciary investment firm, legally obligated to act in the best interest of our clients. We chose this model to have the freedom to do the best job for our clients. Our process is straightforward. We learn about your interests, study your income and assets, and choose the products that best align with your needs.
Fee Structure
Like many RIA firms, GO Wealth Management charges a fair annual percentage fee. This covers a variety of costs, including researching and advising on investments, monitoring and managing your investment portfolio, and measuring performance. It pays for administrative and financial support services, accounting, billing and providing online account access. A portion of this also pays the custodial transaction fees to an institutional custodian that holds our client’s investments securities. The custodian we work with is The Charles Schwab Corporation.
Services
As a fiduciary firm, we are committed to putting your needs first by prioritizing well-reasoned, long-term financial decisions to help you secure your future. We provide a wide range of services to clients from across the country, including retirement planning, tax and estate planning services, investment management, risk management, and more. Through our private client services, we partner with you to help you streamline financial complexities by collaborating with CPAs, attorneys, and trustees to provide guidance through life’s transitions.