Steven Goodman is a CFP-designated registered investment advisor at Goodman Advisory Group, LLC, based in Needham, MA, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 380 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goodman Advisory Group's investment management fees are based on the value of your portfolio and are paid quarterly, in advance. The annual fee can be up to 1.80%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
160 Gould St, Suite 102, Needham, MA, 02494
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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.
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Steven operates Goodman Advisory Group as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates nearly full-time hours to these activities, providing financial planning and consulting services.
Employment History
Current Registrations
Goodman Advisory Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Chubb Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
More Advisors
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