Goldman Lancaster, Inc. is a registered investment advisor founded in February 1994, with principals Glenn Goldman and Brad Lancaster. The firm offers a wide range of services including Comprehensive Portfolio Management, Financial Planning, Estate Planning, Corporate Benefit Planning, Business Continuity Planning, and Qualified Retirement Plan Services. Comprehensive Portfolio Management combines personalized investment management with ongoing financial planning and consulting, tailoring portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, and annuities based on individual client goals and risk tolerance. The firm also provides standalone financial planning and consulting services based on a client's net worth, as well as retirement plan participant consulting. Goldman Lancaster manages investments on both a discretionary and non-discretionary basis, utilizing LPL Financial as the primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable, structured as a straight percentage or tiered based on asset thresholds, with a maximum annual fee of 2%.