Timothy Goodwin is a CFP-designated registered investment advisor at Goodwin Investment Advisory, based in Woodstock, GA, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 402 clients with $400M 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a minimum quarterly fee of $1,875. Minimums may be waived and fees may be negotiable under certain circumstances.
Fee Estimator
Location
238 River Park N Dr., Woodstock, GA, 30188
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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
Timothy co-manages MCSE Stewardship, LLC, which serves as the general partner of two real estate funds. Timothy spends about 10-20% of his time on this investment-related business.
Employment History
Current Registrations
Goodwin Investment Advisory
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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