A Note on Scope
To ensure we can provide this intensive, high-touch level of absolute concierge service, our comprehensive planning architecture is designed for households that centralize their investable assets under our direct management. This focus allows us to dedicate the deep operational resources required to protect and steward your family’s broader legacy.
The exception is outside holdings that do not compete with what we offer — such as 1st Trust Deeds, private equity, or other financial solutions outside our platform — which complement a client's legitimate desire for diversification and are welcomed as part of the overall relationship. We also reserve the right, within our ADV, to charge additional fees or to limit extended services based on assets under management and the household relationship. For example, we have a long history of assisting clients with deeply personal financial and interfamily discussions related to trust and estate matters, and the availability of that level of service is shaped by the depth of the relationship.
Disclosure
GoTo Financial, Inc., in offering introductions to third-party providers, does not receive any kickbacks or hard-dollar compensation. For example, if we help with a car purchase by working with a dealer directly or a car broker, we are not compensated in any way. Our role as advisors is limited to analyzing the financials of the deal and matching it to the convenience factor requested by the client. GoTo Financial Advisors are not responsible for, nor can they prevent, fraud, client mistakes, or posting errors in your personal banking or credit card accounts; ultimately it is up to each client to monitor and report suspicious activity. Any assistance offered in the monitoring of client activity is performed as an added courtesy for select clients based on the relationship with the firm and assets under management.
Consultation on non-securities assets (e.g., real estate, alternative structures, or physical collectibles) is provided solely as a lifestyle and administrative overview courtesy; such reviews do not constitute formal investment advice or valuation under our fiduciary regulatory scope.
GoTo Financial, Inc. does not offer tax or legal advice but will factor decisions of taxability into its financial recommendations and/or allocation of investable assets.
Extra services listed as concierge or otherwise are dictated by the advisor chosen, what services they may or may not offer, and the household relationship between client and advisor. All services subject to change.
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