Stephen Gooditis
Stephen Gooditis is a CFP-designated registered investment advisor at Iam Advisory LLC, based in Easton, PA, with 37 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,591 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAM Advisory's wealth management fees range from 0.50% to 2.00% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. There is a $250 minimum annual fee. Fees are based on the average daily balance of assets under management and are paid monthly.
Location
137 North Second Street, Easton, PA, 18042
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Regulatory History (1)
Customer Dispute
July 2022Other Business ActivitiesSells Insurance
Stephen works as a notary and owns a sole proprietorship, spending minimal time on each. He also meets with clients regarding Medicare supplement programs and health insurance, and may offer life insurance, long-term care insurance, fixed annuities, long-term disability coverage, and health insurance when appropriate.
Employment History
Current Registrations
Iam Advisory LLC
Previous Registrations
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Titan Financial Services, LLC
Investment Advisors & Consultants, INC.Broker
State Registrations2 states
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.