Austin Goddard is a registered investment advisor at Taylor Goddard Investments, based in Yelm, WA, with 19 years of industry experience. Austin 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 64 clients with $6.6M 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 | 0.86% |
| $500K+ | 0.57% |
Fee Estimator
Location
Yelm, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin owns Automation LLC, which provides back office services and support to RIA firms, charter fishing operations, and the hospitality industry since 2016. This takes about 60 hours per month, and the business is not investment related.
Employment History
Current Registrations
Taylor Goddard Investments
Previous Registrations
Stock Management LLC
State Registrations2 states
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