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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K - $750K | 0.70% |
| $750K+ | 0.65% |
Fees are generally negotiable and memorialized in the client's advisory agreement.