Goldberg Advisers, operating as Capital Trust Advisors, offers ongoing investment advice based on individual client needs. They establish a client's investment strategy through personal discussions and manage portfolios accordingly. Services include asset allocation, investment management, and financial and retirement planning. They also offer financial planning services involving an evaluation of a client’s current and future financial state.
Assets Under Management$360M
Clients234
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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