Investment Management Service

While the on-going financial service is the cornerstone of our service offering, we also recognize the importance that investments will play in achieving your financial goals.  

If a client wishes to engage Green and Gold Financial Planning for Investment Management Services, we will work with the client to understand their investment goals and risk tolerance and invest their assets accordingly. The charges for investment management are separate from the comprehensive financial planning fees and are based on the amount of money you invest through Green and Gold.  Our advisory fees are billed quarterly, in arrears, per the following table.

Assets Under Management

Annualized Asset-Based Fee

$0.00 - $2,000,000


$2,000,001 - $5,000,000


$5,000,000 - Above