Harold Goodlett
Harold Goodlett is a registered investment advisor at Worth Advisors, based in Charlotte, NC, with 18 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 451 clients with $280M 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 | 2.00% |
Fees will not exceed 2.0% annually, billed quarterly in advance. Fees are negotiable, and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
2020 S. Tryon Street, Suite 2B, Charlotte, NC, 28203
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 1997Customer Dispute
December 1996Customer Dispute
October 1995Other Business ActivitiesSells Insurance
Harold sells fixed insurance and annuities through Highland Capital, starting in 2010. He also works as a cashier at Rite Aid for about 10-20% of his time during non-market hours.
Employment History
Current Registrations
Worth Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
J.J.B. Hilliard, W.L. Lyons, LLC
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
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