John Goodrich
John Goodrich is a CFP, ChFC-designated registered investment advisor at Goodrich Financial Group, LLC, based in Escondido, CA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goodrich Financial Group's annual fees for investment management are a percentage of the value of your portfolio, ranging from 0.75% to 2.50%. These fees can be negotiated. Fees are charged at the end of each calendar quarter, based on the value of your account at the end of the previous quarter.
Location
Escondido, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1995Other Business Activities
John owns a rental property in San Diego and receives rental income. He spends minimal time on property management.
Employment History
Current Registrations
Goodrich Financial Group, LLC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.