Goodrich Asset Management offers investment advice and manages investment portfolios for individuals. They also provide financial consulting services, including portfolio evaluations and recommendations for investment programs, retirement savings, and charitable giving. Goodrich may refer clients to other specialists as needed. They tailor investment advice to each client's needs.
Assets Under Management$2.7M
Clients6
Advisors1
Avg. per Client$450K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...