Miranda Bergemann is a CFP-designated registered investment advisor at The Goodland Group, based in Goleta, CA, with 5 years of industry experience. Miranda 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 110 clients with $71M 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 $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule applies to clients who custody assets at Charles Schwab. Clients with less than $2,500,000 in assets under management are subject to a separate financial planning fee for financial planning services. For clients with more than $2,500,000 in assets under our management, the financial planning fee will be waived and financial planning services will be included in the asset-based fee. For clients who custody assets at Betterment, the standard advisory fee is 0.25% plus the outside manager's advisory fee of 0.15%.
Fee Estimator
Location
Goleta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Goodland Group
Previous Registrations
Brighton Jones LLC
State Registrations7 states
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