Godfrey Financial Associates offers investment management and financial planning/consulting services to individuals, high net worth individuals, corporations, and other business entities. For investment management, Godfrey Financial works with clients to determine their investment objectives and then allocates assets accordingly, monitoring and rebalancing as needed. Godfrey Financial also offers standalone financial planning and consulting services on a separate fee basis, covering areas like tax and estate planning. They may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$160M
Clients209
Advisors3
Avg. per Client$760K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower based on various factors. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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