Dillon Goodman is a registered investment advisor at Vital Investment Management LLC, based in Loveland, CO, with 4 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 399 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
In 2026, client will be charged a flat 1% for all new assets under management. Fees are negotiable based on the firm’s sole discretion.
Fee Estimator
Location
4045 St. Cloud Drive, Suite 220, Loveland, CO, 80538
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 Activities
Dillon is an employee of Stephanie Packham CPA LLC, an accounting firm, since 2018, spending about half their time there. They provide bookkeeping services for veterinary hospitals.
Employment History
Current Registrations
Vital Investment Management LLC
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.