Joseph William Goetz

14 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Elwood & Goetz

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

603 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$813.0M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5.0M - $50.0M	0.50%
$50M+	0.25%

Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$4,200

Contact

Joseph William Goetz

Location

687 S Milledge Ave, Athens, GA, 30605

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Joseph is a faculty member at the University of Georgia, dedicating about a quarter of his time to this role. He also co-owns ELGO Properties, LLC (real estate) and CPG2, LLC (consulting/writing).

Employment History

Current Registrations

Elwood & Goetz

November 2011 - Present · 14 yrs 3 mos

State Registrations2 states

GALA

Advisor

Exams

No exam information available for this advisor.