Elwood & Goetz Wealth Advisory Group is an independent wealth management firm founded in 2010 with roots dating back to 2006. The firm specializes in providing ongoing investment management and comprehensive financial planning to affluent and emerging affluent individuals, families, trusts, estates, and family businesses. Elwood & Goetz focuses on building globally diversified portfolios using low-cost index funds and exchange-traded funds, guided by Modern Portfolio Theory. Their holistic approach covers retirement planning, retirement income distribution, tax planning, asset protection, cash flow management, insurance planning, education funding, estate and legacy planning, and business succession planning. Elwood & Goetz operates on a fee-only model, meaning they are compensated solely through direct fees from clients and do not accept commissions, referral fees, or product sales compensation, ensuring they act legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Subject to a $350 monthly minimum fee, which results in a higher effective rate for portfolios under $420,000.
