Goggans Group INC

Fee-Only (% of Portfolio)Fixed/Hourly

Goggans Group Inc. is a registered investment advisor that offers investment management and financial planning services. Financial planning is included as part of the investment management process. Clients who manage their own investments can access financial planning services for an hourly fee. Goggans Group uses various investment tools, including stocks, bonds, exchange traded funds, and no-load mutual funds.

Assets Under Management$14M
Clients71
Advisors1
Avg. per Client$200K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm