Elwood & Goetz
Assets Under Management
$813.0M
Number of Clients
603
Number of Advisors
13
Average Client AUM
$1.3M
AUM per Advisor
$62.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elwood & Goetz is an independent, fee-only firm providing investment management and comprehensive financial planning. They work with affluent individuals, families, trusts, estates, and family businesses. Services include retirement planning, investment management, tax planning, wealth preservation, and more. Compensation is solely from client fees; no commissions or referral fees are accepted.
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
Location
687 S Milledge Ave, Athens, GA, 30605
