G
Goose Valley Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
9
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$0
Client services
Financial planning
Selection of other advisers
Fee options
$1 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $4,000,000: 0.70% $4,000,000+: 0.50%
Up to $150 per hour for financial planning and consulting services, negotiable based on complexity.
Account minimum: $250,000 (may be waived by the investment adviser) Minimum fee: Minimum hourly fee generally charged for financial planning and consulting services is typically $150. Fee-only: Financial planning and consulting services offered on hourly fee basis at up to $150 per hour.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Goose Valley Consulting, LLC
Sheridan WY, United States
Number of offices
1
Forms ADV
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