Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
Fee Estimator
Investment supervisory fees are based on a percentage of assets under management, with a minimum monthly fee of $350. For portfolios under $420,000, the $350/month minimum fee applies and is paid via electronic funds transfer. Once the portfolio exceeds $420,000, fees are deducted from the portfolio based on the percentage tiers. Hourly rates for financial planning range from $250 to $500 per hour based on staff expertise and situational complexity.
Areas of Practice
Advisor Information
Office location
687 S Milledge Ave, Athens, GA, 30605
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lindsay is a co-owner of ELGO Properties, LLC, which owns real estate.
Employment History
Current Registrations
Elwood & Goetz
Previous Registrations
Amicus Financial Advisors, L.L.P.
State Registrations3 states
Exams
Additional Information
Our firm is one of the rare, truly independent, wealth management firms in the country, and the only firm in the Athens area offering investment management and financial planning services from a team of Certified Financial Planner(TM) professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).