Advisor at Gosho Financial Group
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Firm
Gosho Financial Group
Location
San Mateo, CA 94403
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.
Based on Gosho Financial Group
Based on Gosho Financial Group
Fixed fees for financial planning services ranging from $2,500 to $50,000 depending on complexity
1.25% to 0.5% per annum depending on type, complexity, and size of account/relationship
$100-$500 per hour, negotiated and agreed upon in advance
Account minimum: $500,000 (with discretionary acceptance of lower amounts at sole discretion of advisor) Fee-only: Hourly fees $100-$500 per hour; Fixed fees $2,500-$50,000 per plan depending on complexity
1900 S Norfolk Street, Suite 350
San Mateo, CA 94403
California
Gosho Financial Group
2011 - Present (15 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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