Goldberg Financial Advisors offers investment management and financial planning services. As a fiduciary, the firm aims to act in the client's best interest. Services include comprehensive portfolio management, financial planning and consulting, and retirement plan consulting. The firm works with clients to understand their financial goals and risk tolerance.
Assets Under Management$99M
Clients59
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...