Steven Goodell
Steven Goodell is a CFP-designated registered investment advisor at Endeavor Private Wealth, INC., based in Boulder, CO, with 14 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 383 clients with $350M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
1800 Broadway, Suite 100, Boulder, CO, 80302
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Steven has a 33% ownership in Aztec Brothers, LLC, managing renovation of residential property, dedicating a few hours per week. He also has 100% ownership in Goodell Wealth Management LLC, a fee-only RIA, dedicating nearly full-time hours.
Employment History
Current Registrations
Endeavor Private Wealth, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.