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Form CRS.pdf

Goldstone-Form-CRS-9.30.2023.pdf
Preview of Form CRS
🔗 Source: goldstonefinancialgroup.com
📊 Size: 1.19 MB
📄 Pages: 2 pages
⬇️ Downloads: 90

Summary

Goldstone Financial Group, LLC (GFG) is a registered investment adviser providing asset management to retail investors with a $50,000 minimum balance requirement. GFG offers wrap and non-wrap fee programs, financial planning services, and uses discretion to manage accounts, primarily investing in exchange-traded funds (ETFs). The firm charges quarterly management fees as a percentage of assets under management, ranging from 0.65%-1.60%. GFG acts as a fiduciary, putting clients' best interests first, but has conflicts of interest due to asset-based fees. Clients can research the firm and its professionals at Investor.gov/CRS.

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Description

Goldstone Financial Group, LLC (GFG) is a registered investment adviser providing asset management to retail investors with a $50,000 minimum balance...

Technical Information

  • File Format: PDF
  • File Size: 1.19 MB
  • Pages: 2
  • Language: EN
  • Total Downloads: 90
  • Last Updated: 3 months ago

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This PDF document about Form CRS provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Form CRS.

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