Michael Goodrich is a registered investment advisor at Goodrich Financial Advisory LLC, based in Santa Fe, TX, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9 clients with $1.1M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Location
Santa Fe, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Goodrich Financial Advisory LLC
State Registrations1 state
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