Goalvest Advisory LLC
Assets Under Management
$628.3M
Number of Clients
450
Number of Advisors
7
Average Client AUM
$1.4M
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GoalVest Advisory provides ongoing portfolio management services tailored to individual client goals. They also offer financial planning services covering investment review, cash flow, tax, retirement, college, insurance, and debt planning. GVA may act as a subadviser to other advisors and sponsors private funds. They generally limit investment advice to public and private securities.
Fee Structure
GVA charges an annual fee based on assets under management, calculated quarterly. Financial planning fees range from $5,000 to $15,000 depending on complexity. Accounts of family members may be included together for advisory fee breakpoints, at GVA’s sole discretion. Clients are responsible for third-party fees. Fees are negotiable in some cases. GVA does not accept compensation for the sale of investment products.
Areas of Practice
Location
4 World Trade Center, Suite 2908, New York, NY, 10007