Carl Goodman is a PFS-designated registered investment advisor at Goodman Asset Management, INC., based in Framingham, MA, with 32 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $34M 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 | 1.00% |
Annual investment management fee is negotiable and generally ranges between 0.25% and 1.0% of assets under management. There is no minimum annual fee.
Fee Estimator
Location
50 Carter Drive, Framingham, MA, 01701
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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.
Learn about disclosures →Other Business Activities
Carl is a CPA in practice as a sole proprietor, owning 100% of the CPA practice. This takes about half of Carl's time.
Employment History
Current Registrations
Goodman Asset Management, INC.
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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