Erik Goodge is a CFP-designated registered investment advisor at Uvest Advisory Group, LLC, based in Newburgh, IN, with 10 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 90 clients with $11M 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 | 0.85% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fee schedule does not include sub-advisor's fee. XY Investment Solutions charges an additional 0.30% AUM fee.
Fee Estimator
Location
Newburgh, IN
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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
Erik is the owner of uVest Advisory Group, LLC, an investment advisory firm, since January 2018. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Uvest Advisory Group, LLC
Previous Registrations
Origin Financial
Endress Capital Management, L.L.C.
State Registrations3 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.