Robert Goodman is a registered investment advisor at Strategic Wealth Management Group, based in New York, NY, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 351 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWMG's annual fee for managing your investments ranges from 0.20% to 2.00% of the market value of your assets. The specific fee depends on the size of your account, the complexity of the services, and the level of administration you request. SWMG typically has a minimum annual fee of $2,500. SWMG may also charge an account opening fee of $250 plus $50 for each affiliated family account. SWMG may charge a minimum annual fee of $250 for the first family account and $50 per each additional household account debited quarterly. Both fees are negotiable.
Location
1776 Broadway, Suite 1900, New York, NY, 10019
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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
Strategic Wealth Management Group
Previous Registrations
Edward Jones
State Registrations1 state
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