191 Godwin Associates, INC. D/b/a Godwin Capital Management
Fee-Only (% of Portfolio)Fixed/Hourly
191 Godwin Associates, Inc. (GWC) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. GWC creates an Investment Policy Statement for each client. GWC generally limits its investment advice to fixed income securities, equities and ETFs. GWC requires authority to make trades without asking first.
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 Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $750K | 0.70% |
| $750K+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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