A Note on Scope
To ensure we can provide this intensive, high-touch level of 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 does not have visibility into, and cannot monitor, accounts we do not manage — such as your personal banking or credit card accounts. Please monitor those accounts and promptly report any suspicious activity to the institution. Daily review of activity in all accounts under our discretionary supervision is part of our standard service.
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 are educational and administrative in nature and do not constitute a formal appraisal or valuation.
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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