The Goff Financial Group offers investment management and financial planning services to individuals, small businesses, and retirement plans. The firm's investment strategy is based on the client's objectives, income needs, and special circumstances. The firm builds customized portfolios using various securities. They may also provide financial planning and consulting services regarding tax and estate planning, insurance, etc., for a separate fee.
Assets Under Management$570M
Clients236
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$190M
Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
The firm may charge a lower management fee based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
