Edward Goydas
Edward Goydas is a registered investment advisor at Goydas Capital Investment Management, LLC, based in Genesee, PA, with 5 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 19 clients with $19M 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 | 2.00% |
Fees are negotiable. Qualified clients may pay 0.50% of assets under management annually, plus 20% of net profits above the high-water mark, calculated monthly.
Fee Estimator
Location
Genesee, PA
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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
Edward is a member of GC REIT LLC, a real estate holding company, and a managing member of 222 OCR GC LLC, a private pooled investment fund. He spends about 10-20% of his time on the latter activity outside of trading hours.
Employment History
Current Registrations
Goydas Capital Investment Management, LLC
State Registrations4 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.