LaFleur & Godfrey provides wealth management services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. They invest client assets to help clients meet their financial goals, typically using individual stocks and bonds, but may also use exchange traded funds, mutual funds, and private funds. They also offer financial planning services covering personal finances, education, taxes, insurance, retirement, investments, and divorce planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable under certain circumstances, such as client size, required service levels, charitable organizations, and special projects. Legacy clients of Daniel McAdams generally are charged the same fee schedule they were being charged before becoming clients of our firm. In addition, many investment management client relationships predated the implementation of LaFleur & Godfrey LLC’s current standard annual Advisory Fee Schedule. For this reason, clients’ fees in many cases are higher or lower than those listed in our current fee schedule.