Sandra Goodstein
Sandra Goodstein is a CFP-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Harleysville, PA, with 23 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 787 clients with $4.2B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Standard Wealth Management Program schedule. Minimum annual fee of $25,000 applies. Other specialized programs have different fee schedules, such as the Entrada Management Program at a flat 1.00%.
Fee Estimator
Contact
Sandra Goodstein
Location
162 Main St, Harleysville, PA, 19438
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Employment History
Current Registrations
Wescott Financial Advisory Group LLC
Previous Registrations
Goodstein & Associates, LLC
American Express Financial Advisors, INC.
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.
Exams
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