Chad Goldberg is a registered investment advisor at Marshfield Associates, based in Washington, DC, with 15 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3,996 clients with $8.1B 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 $1.0M | 1.25% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Rates shown apply to portfolios with more than 60% allocated to equity securities. For portfolios with 60% or less in equities, the rate is 1.00% for accounts between $1 million and $10 million, and 0.90% for accounts of $10 million or more. Fees are negotiable.
Fee Estimator
Location
1330 Connecticut Ave Nw, Suite 400, Washington, DC, 20036
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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 →Employment History
Current Registrations
Marshfield Associates
Previous Registrations
Marshfield Associates
State Registrations3 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.
Exams
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