Danny Goolsby
Danny Goolsby is a registered investment advisor at Market Investment Group, LLC, based in Wichita, KS, with 9 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,814 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Investment Group charges up to 1.50% of your portfolio annually for investment management. This fee covers compensation for Foundations Investment Advisors and most model providers. An additional 0.15% may apply for certain model providers using aggressive trading strategies. A $50 annual administrative and technology fee is also assessed. Fees are deducted monthly based on the average daily value of your portfolio. The fee may be negotiable.
The firm also offers combined services with affiliated tax and legal firms, with discounted services based on your portfolio size.
Location
110 East Waterman Street, Suite 150, Wichita, KS, 67202
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2014Other Business ActivitiesSells Insurance
Danny is an independent insurance agent since 1985, offering annuities, life, and long-term care insurance. This takes about half of his time.
Employment History
Current Registrations
Market Investment Group, LLC
Previous Registrations
Foundations Investment Advisors LLC
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.