Goodman Asset Management (GAM) offers personalized financial planning and investment management services. GAM helps clients with financial goal setting, problem identification, cash flow, tax planning, investment management, education funding, and retirement planning. GAM is a fee-only firm and does not sell commissioned products. Clients make the final investment decisions, and GAM does not have discretionary authority over accounts.
Fee Structure
Goodman Asset Management offers ongoing investment management services where they review your financial situation and make investment suggestions. The annual investment management fee is a percentage of the assets managed, tailored to each client's situation and negotiable. The fee generally ranges between 0.25% and 1% of the assets managed. There is no minimum annual fee.