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Alaric Goth

12 Years of Experience
Vienna, VA
BrokerSells Insurance

Alaric Goth is a registered investment advisor at Madison Avenue Securities, LLC, based in Vienna, VA, with 12 years of industry experience. Alaric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8000 Towers Crescent Dr, 13th Floor, Vienna, VA, 22182

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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.

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Other Business ActivitiesSells Insurance

Alaric is an Investment Advisor Representative (IAR) and financial advisor at McAdam LLC since 2014, dedicating about a quarter of his time during trading hours. He also engages in insurance sales, including fixed annuities, through McAdam Institutional Brokerage as needed since 2014.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
January 2025 - Present · 1 yr 9 mos
Mcadam LLC
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2014 - December 2024 · 10 yrs 1 mo
Voya Financial Advisors, INC.Broker
August 2014 - October 2014 · 2 mos
State Registrations2 states
TXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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