191 Godwin Associates, INC. D/b/a Godwin Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

191 Godwin Associates is a registered investment advisor based in Wyckoff, New Jersey, providing ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and builds diversified portfolios primarily using individual stocks, bonds, exchange-traded funds, and precious metal funds. 191 Godwin Associates evaluates clients' current holdings against their risk preferences and makes investment decisions on their behalf through discretionary trading authority. The firm utilizes both fundamental and technical analysis, employing long-term and short-term trading strategies. In addition to standard portfolio management, 191 Godwin Associates sponsors a wrap fee program where clients pay a single bundled fee covering management and trading costs. The firm works with individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and non-profit organizations, with no account minimum required.

Assets Under Management$150M
Clients319
Advisors1
Avg. per Client$470K
Avg. per Advisor$150M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.00%
$200K - $500K0.75%
$500K - $750K0.70%
$750K+0.65%

Fees are generally negotiable and memorialized in the client's advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

191 Godwin Associates, INC. D/b/a Godwin Capital Management - Fees, AUM & Advisors | TrueAdvisor