Goodrich Asset Management is an Ohio-based registered investment advisor founded in 2010 and wholly owned by Mark Shafer. Goodrich Asset Management specializes in continuous investment portfolio management and financial consulting for individuals and high-net-worth clients. For investment management, Goodrich Asset Management builds tailored portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, reviewing and rebalancing accounts at least quarterly. Clients can place reasonable restrictions on their holdings. For financial consulting, Goodrich Asset Management provides portfolio evaluations and specific recommendations regarding investment programs, retirement savings, and education or charitable giving programs. Goodrich Asset Management acts legally required to act in your best interest as a fiduciary, maintaining open communication to align strategies with client risk tolerance and time horizons. Goodrich Asset Management recommends Trade-PMR as an independent custodian to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are billed pro-rata quarterly in advance. Fees are generally not negotiable.