Donn Goodman
Donn Goodman is a registered investment advisor at Market Gauge Asset Management, based in Warrensville Heights, OH, with 19 years of industry experience. Donn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee is 1.50%. Clients also pay a 0.10% platform fee. Qualified clients may alternatively agree to performance-based fees (up to 2.50% annual fee plus 15% of capital appreciation). Fees are negotiable.
Fee Estimator
Location
4473 Renaissance Parkway, Warrensville Heights, OH, 44128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donn is a consultant to MarketGuarge.com, a financial publishing entity.
Employment History
Current Registrations
Market Gauge Asset Management
Previous Registrations
Atalanta Sosnoff Management, LLC
Atalanta Sosnoff Capital, LLC
State Registrations2 states
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