Brad Barthelemy is a registered investment advisor at Goodman Advisory Group, LLC, based in Needham, MA, with 5 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 438 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goodman Advisory Group's investment management fees are based on the value of your portfolio and are paid quarterly, in advance. The annual fee can be up to 1.80%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
160 Gould St, Suite 102, Needham, MA, 02494
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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.
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Brad is associated with Goodman Advisory Group, LLC, as an entity for his LPL business and provides administrative support to the firm, dedicating nearly full-time hours. He also works as a representative for Vector Marketing, a direct sales business, spending minimal time on this activity.
Employment History
Current Registrations
Goodman Advisory Group, LLC
LPL Financial LLCBroker
State Registrations1 state
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.