Johnnie Goodman is a registered investment advisor at Lbg Advisor, based in Fresno, CA, with 16 years of industry experience. Johnnie 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 49 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $650K | 2.25% |
| $650K - $1.4M | 1.75% |
| $1.4M - $1.8M | 1.50% |
| $1.8M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Lower fees for comparable services may be available from other sources. Fees do not include general planning, research services, and financial or estate planning. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
8050 N Palm Ave, Ste 300, Fresno, CA, 93711
Get directionsHistory
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 ActivitiesSells Insurance
Johnnie provides retirement planning, life insurance consulting, estate planning consulting, and long-term care (LTC) insurance services. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Lbg Advisor
Previous Registrations
Lbg Advisor
Jefferson Pilot Securities CORP
Sentra Securities CORP
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.