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About Golub Group |
| Golub Group offers investment management and financial planning for individuals, families, registered investment advisors, foundations, and select institutions. Our value-based investment approach focuses on delivering dependable long-term growth and income. |
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General Information |
| Years of Experience in Financial Services: |
15
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| Name of Custodial Firm: |
Charles Schwab
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| Number of Years with Current Firm: |
10
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
Fremont,Campbell,Newark,Livermore,Union City,Daly City,San Jose,San Bruno,Menlo Park,Cupertino,Castro Valley,South San Francisco,Richmond,Sunnyvale,Alameda,Oakland,Santa Clara,San Francisco,Hayward,San Pablo,Martinez,San Leandro,Milpitas,Walnut Creek,Palo Alto,San Ramon,Burlingame,Pacifica
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| Advisory Services Provided: |
Tax Advice and Services, Financial Planning for Individuals, Money Management, Portfolio Management, Estate Planning & Trusts, Insurance Planning
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Services |
| Investment Types: |
Bonds, Stocks
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$1,000,000
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Golub Group seeks to understand your goals and objectives as well as your cash and income needs. |
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How are you compensated? How will I pay for your services? |
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Golub Group manages over 700 client relationships. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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No, Golub Group utilizes a team-based approach. |
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How many clients do you currently manage? |
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Golub Group is a fee-only financial advisor. Fees are an annual rate of 1.25% of assets under management and are billed quarterly in advance. assets under management at 1.25% |
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Will you be the only person working with me? |
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No, you give Golub Group full discretion to buy and sell on your behalf. |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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This depends on your goals and objectives and will be determined at the onset with your advisor and monitored throughout the course of the relationship. |
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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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What services do you offer? |
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Golub Group has a committed and experienced investment and advisory team that has taken care of the investment needs of hundreds of individuals and families. We have a demonstrated and successful investment performance record and have many longstanding and deep relationship with our clients. |
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Why should I choose you as my financial advisor? |
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Golub Group consists of both CFA and CFP professional advisors. |
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How do you charge for your services? |
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Financial planning, retirement planning and investment management. |
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What services do you provide? What are your specialties? |
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Value-based portfolio management. |
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What is your experience? How many clients do you currently manage? |
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Golub Group manages over 700 client relationships and is one of the leading investment management firms in the Bay Area. |
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What financial institution(s) do you represent? |
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