Fred Goldberg is a registered investment advisor at Juniper Capital Management LLC, based in Santa Fe, NM, with 20 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable on a client-by-client basis, and are affected by, among other considerations, the size of the account and the complexity of its management. The fee ranges from 0.50% to 1.25%.
Fee Estimator
Location
Santa Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Juniper Capital Management LLC
Previous Registrations
Further Lane Asset Management, LLC
State Registrations1 state
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