Goodwin Investment Advisory provides personalized investment management, retirement plan consulting, financial consulting, and financial planning services. The firm builds portfolios using dynamic asset allocation strategies, often utilizing mutual funds, exchange-traded funds, index funds, and individual stocks. Clients can also access private interval funds and third-party managers. Goodwin Investment Advisory primarily serves individuals, high-net-worth individuals, trusts, and retirement plans, with a typical minimum investment of $500,000 for traditional relationships, though minimums may be waived.
Assets Under Management$400M
Clients402
Advisors8
Avg. per Client$990K
Avg. per Advisor$50M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Subject to a minimum quarterly fee of $1,875. Minimums may be waived and fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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