Joseph Rofino is a registered investment advisor at Goodman Advisory Group, LLC, based in Needham, MA, with 13 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 380 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goodman Advisory Group's investment management fees are based on the value of your portfolio and are paid quarterly, in advance. The annual fee can be up to 1.80%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
160 Gould St, Suite 102, Needham, MA, 02494
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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 →Other Business Activities
Joseph operates Goodman Advisory Group, LLC as a DBA for his LPL business, dedicating full-time hours to it. He also provides financial planning and consulting services through Goodman Advisory Group, LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Goodman Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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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