Goodreid Investment Counsel is an employee-owned firm that provides investment management services to high net worth individuals and small institutions. Goodreid creates tailored investment portfolios to meet each client's needs, using a disciplined investment process. They invest in common stocks, government and corporate bonds, and preferred shares. Asset allocation is personalized to balance capital appreciation and preservation.
Assets Under Management$540M
Clients404
AdvisorsN/A
Avg. per Client$1.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.