Scott Goldberg is a registered investment advisor at Equity Planning Group, INC., based in West Bloomfield, MI, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 169 clients with $41M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are negotiable for accounts over $1,500,000. Fixed income accounts: 0.50% annual fee. Qualified plans: 0.50% - 1.00% annual fee. If a third-party service provider is used, Equity Planning Group's fees are lower and the third-party charges an additional 0.18%, with total fees not exceeding 1.50%.
Fee Estimator
Location
7035 Orchard Lake Road,, Suite 700, West Bloomfield, MI, 48322
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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
Scott is independently licensed as a mortgage loan officer since 2019. This activity takes about 10-20% of his time and includes client interaction, education, and review of mortgage rates and opportunities.
Employment History
Current Registrations
Equity Planning Group, INC.
State Registrations1 state
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