Goodman Advisory Group, LLC
Assets Under Management
$370.4M
Number of Clients
438
Number of Advisors
5
Average Client AUM
$846K
AUM per Advisor
$74.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goodman Advisory Group provides investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. Services include customized investment solutions, discretionary investment management, and comprehensive financial planning and consulting.
Fee Structure
Investment management fees range up to 1.80% annually, based on complexity, asset level, and overall relationship. Financial planning services are offered on an hourly basis ($200-$500/hour) or a fixed fee ($2,500-$10,000). Fees may be negotiable. A minimum relationship size of $1,000,000 is generally required, but may be waived at the advisor's discretion.
Areas of Practice
Location
197 First Avenue, Suite 130, Needham, MA, 02494