JG
JG
Jeffrey Goodstein
29 Years of Experience
Richmond, VA
2 Disclosures
Jeffrey Goodstein is a registered investment advisor at Insight Financial, INC., based in Richmond, VA, with 29 years of industry experience. Jeffrey 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 18 clients with $25M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
18 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$25.3M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2M+ | 0.25% |
The 20:20 Bond Strategy has a flat fee of 0.65%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Richmond, VA
Get directionsHistory
Regulatory History (2)
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Regulatory
July 1998Final
Regulatory
April 1990Final
Employment History
Current Registrations
Insight Financial, INC.
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Insight Financial, INC.
August 2008 - November 2008 · 3 mos
Insight Financial, INC.
June 2007 - December 2007 · 6 mos
Wharton Equity CorporationBroker
September 1989 - December 1998 · 9 yrs 3 mos
Voss & CO., INC.Broker
September 1987 - September 1989 · 2 yrs
Dean Witter Reynolds INC.Broker
July 1985 - September 1986 · 1 yr 2 mos
State Registrations1 state
VA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.