Goldman Lancaster provides investment advice and financial planning to individuals, families, and businesses. Their services include portfolio management, risk management, estate planning, and retirement planning. They tailor their advice to each client's individual needs and goals, and they may recommend investments such as exchange traded funds, mutual funds, stocks, and bonds.
Assets Under Management$320M
Clients395
Advisors3
Avg. per Client$810K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Goldman Lancaster manages investment portfolios for clients, charging a percentage-based fee on the value of the assets. The exact fee is negotiable, but the maximum annual fee is 2.5%. Fees are deducted from your account quarterly.
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