Gregory Goodman is a registered investment advisor at Emro Asset Management, LLC, based in Peoria, AZ, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 8 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.05% |
Fees are negotiable.
Fee Estimator
Location
30636 North 117th Drive, Peoria, AZ, 85383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is an attorney and partner in the law firm of Goodman & Goodman.
Employment History
Current Registrations
Emro Asset Management, LLC
State Registrations2 states
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