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 4,384 clients with $7.5B 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 $10.0M | 1.25% |
| $10M+ | 1.00% |
For accounts with more than 60% allocated to equity securities. For accounts with 60% or less allocated to equity securities: 1.00% for accounts from $1 million - $10 million and 0.90% for accounts of at least $10 million. Fees may be negotiated or modified.
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
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