Lynne Goldsmith
Lynne Goldsmith is a CFP-designated registered investment advisor at Googins Advisors, INC., based in Middleton, WI, with 14 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 778 clients with $500M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are not negotiable, though they can be tailored for specific client circumstances. Some long-term clients have fixed quarterly fees ranging from $125 to $500.
Fee Estimator
Location
6417 University Avenue, Middleton, WI, 53562
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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
Lynne sells garage sale items and books online via eBay, manages a home rental property through Ripple House LLC, and is an owner/manager of Avalon Creek Farm LLC. These activities are not investment-related.
Employment History
Current Registrations
Googins Advisors, INC.
Previous Registrations
Strategic Advisers, INC.
Citistreet Financial Services 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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