The firm provides financial and investment advice to individuals on a fee-only basis as outlined below.

Annual fee equals the greater of:

fifteen thousand dollars ($15,000)

or

for the first five million ($5,000,000) in assets under management, 0.75% of assets and for any assets over five million ($5,000,000) under management, 0.50% of assets

Third party brokerage fees may be incurred in addition to management fees.

Gooch & Company establishes individual financial plans for the varying needs of each client. After assessing the appropriate asset mix of each portfolio, Gooch & Company selects specific investments, monitors fluctuations, and maintains on-going support for each individual account. With its carefully selected clientele, Gooch & Company is able to offer continuous communication and provide personalized financial advice for each individual client.

Gooch & Company suggests a client should have a minimum of $1,000,000 in liquid assets.