Emma Godbee
Emma Godbee is a registered investment advisor at St. Bernard Financial Services, INC., based in Riverdale, GA, with 45 years of industry experience. Emma is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 798 clients with $140M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Clients may alternatively choose a flat fee to be negotiated.
Fee Estimator
Location
Riverdale, GA
Get directionsHistory
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 ActivitiesSells Insurance
Emma is an insurance agent for FMOs & IMOs since 1984, dedicating a few hours per week to offering and selling non-securities insurance. She also serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority, dedicating minimal time to these roles.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
St. Bernard Financial Services, INC.
Previous Registrations
Woodstock Wealth Management, INC.
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 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.