Jeffrey Goldman
Jeffrey Goldman is a CFP-designated registered investment advisor at Life Planning Advisors LLC, based in Bigfork, MT, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 964 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Life Planning Advisors offers asset management services where they create and manage a portfolio for you. The annual fee is a percentage of the assets they manage, billed quarterly. The percentage varies based on the amount invested:
- $0 to $250,000: 1.00% - 2.00%
- $250,000 to $1,000,000: 0.75% - 1.50%
- Greater than $1,000,000: 0.50% - 1.0%
Location
62 Bay Harbor Drive, #2826, Bigfork, MT, 59911
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2012Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Jeffrey is the president of LPA Insurance Services, an insurance agency, and spends about 10-20% of his time there. He is also the founder of Life Planning Advisors, LLC, a registered investment advisor, dedicating about a quarter of his time to it.
Employment History
Current Registrations
Life Planning Advisors LLC
Previous Registrations
Sierra Wealth Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
National Planning Corporation ("npc of America" in Fl & Ny)
Life Planning Advisors, 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.