Jorgen Goodman is a registered investment advisor at Gbg Wealth Management LLC, based in Mesa, AZ. Jorgen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
GBG Wealth Management's investment advisory fee is a percentage of the value of your portfolio, paid quarterly in advance. The fee is negotiated and can be up to 1.50% per year. The final fee depends on factors like the amount of assets managed, portfolio complexity, and servicing needs. Clients may pay different fees for similar services. GBG may allocate assets to its affiliated third-party manager, Gallacher Capital Management, LLC.
Location
1830 S Alma School Road, Suite 116, Mesa, AZ, 85210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gbg Wealth Management LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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