Overview

Headquarters
Eagan, MN
Total Firm Assets
$192 million
Average High-Net-Worth Client Portfolio Size
$4.1 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: GS INVESTMENTS ADV PART 2 - DISCLOSURE BROCHURE (2026-09-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $5,000,000 0.75%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
75.01%
Number of High-Net-Worth Clients
35
Total Client Accounts
176
Discretionary Accounts
171
Non-Discretionary Accounts
5

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
107782
  • GS INVESTMENTS ADV PART 2 - DISCLOSURE BROCHURE (2026-09-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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