Jay Goodgal is a registered investment advisor at J.C. Goodgal, INC., based in Pound Ridge, NY, with 4 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $15M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.13% |
| $500K+ | 1.00% |
Fees with respect to any account with a Net Asset Value in excess of $500,000 or more may be separately negotiated.
Fee Estimator
Location
Pound Ridge, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jay is involved in various investment holding companies, business development companies, agricultural companies, a hotel investment company, and a shipping company, generally as a managing director, partner, vice chairman, or director. These activities require minimal time, typically less than a few hours per month, and focus on investment, oversight, capital investment, and strategy.
Employment History
Current Registrations
J.C. Goodgal, INC.
State Registrations1 state
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