Jerold Tweddell
Jerold Tweddell is a registered investment advisor at Tweddell Goldberg Investment Management, based in Sonora, CA, with 16 years of industry experience. Jerold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 116 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tweddell Goldberg's investment management fees are negotiable, with a maximum of 1.00% per year, typically falling between 0.3% and 1% annually. Fees are billed quarterly in advance, and clients must consent to direct debiting of their investment account or pay by check. The firm considers account size, complexity of services, client type, customization, and length of relationship when negotiating fees. Clients also pay fees charged by mutual funds and transaction fees charged by the custodian.
Location
Sonora, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tweddell Goldberg Investment Management
State Registrations2 states
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