Dana Goldfarb is a registered investment advisor at Goldfarb Wealth Advisors, based in Charlotte, NC, with 12 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 27 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldfarb Wealth Advisors' fees are a fixed annual retainer, paid quarterly, and are based on the time required to service the account. The fees are negotiable and range from $600 to $1,000 per quarter ($2,400 to $4,000 per year), but may be more for complex or large accounts. A minimum of $250,000 in assets under management is required to be billed an ongoing investment advisory fee. The fees include portfolio analysis, account setup, quarterly reviews, rebalancing, and consultation.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Goldfarb Wealth Advisors
State Registrations1 state
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