J.C. Goodgal offers investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. J.C. Goodgal provides investment supervisory services through consultation with clients to determine financial objectives, identify financial problems, plan for tax issues, and evaluate investment strategies for education funding, retirement planning, and estate planning. The firm does not receive commissions.
Assets Under Management$15M
Clients24
Advisors1
Avg. per Client$640K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.13% |
| $500K+ | 1.00% |
Fees with respect to any account with a Net Asset Value in excess of $500,000 or more may be separately negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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