Fred Goodman is a registered investment advisor at LPL Financial LLC, based in Chandler, AZ, with 30 years of industry experience. Fred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2661 E Coconino Dr, Chandler, AZ, 85249
Get directionsHistory
Regulatory History (1)
Regulatory
January 1992Other Business Activities
Fred operates his LPL business under the DBA Verus Capital Partners, LLC. He also works as a CPA providing tax preparation and accounting services, and provides investment advisory services through Verus Capital Partners, LLC, spending nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Verus Capital Partners, LLC
Previous Registrations
Verus Capital Partners, LLC
Securities America, INC.Broker
LPL Financial LLCBroker
Genworth Financial Securities CorporationBroker
Money Concepts Capital CORPBroker
State Registrations3 states
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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