GoodWin Asset Management is an independent investment management and financial planning firm led by Chartered Financial Analyst Leela Rao. GoodWin specializes in creating customized, value-oriented investment portfolios for individuals, families, and trusts, utilizing a mix of stocks, American Depositary Receipts, bonds, exchange-traded funds, and mutual funds. The investment approach combines top-down economic and country selection with bottom-up fundamental security analysis, focusing on high-quality companies while carefully controlling market risk and turnover. GoodWin integrates tax-efficient investing strategies and reviews each client's overall financial situation annually to guide active portfolio management. The firm operates on a fee-only basis, meaning revenue comes solely from direct client fees rather than commissions or third-party product sales, and manages all client assets on a discretionary basis through independent custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $9.0M | 0.60% |
| $9.0M - $19.0M | 0.40% |
| $19.0M - $69.0M | 0.30% |
| $69M+ | 0.25% |
Fees are negotiable if the client is a family with more than one account at GoodWin Asset Management.