Amanda Gausewitz is a CFP, ChFC-designated registered investment advisor at Goldstein Advisors, LLC, based in Madison, WI, with 21 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,070 clients with $1.1B 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 $1000K | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1241 John Q Hammons Dr, Suite 302, Madison, WI, 53717
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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.
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Amanda is a 1% owner and backup signor for The Gausewitz Family, LLC, which owns farmland. She also serves on the board of directors and finance committee for the Wisconsin Youth Symphony Orchestras and on the board of the Wisconsin Youth Symphony Orchestras Foundation, reviewing investment performance semi-annually.
Employment History
Current Registrations
Goldstein Advisors, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
Securities America, INC.Broker
Arbor Point Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.