Goldfarb Wealth Advisors provides personalized investment advice and financial planning. They manage investment accounts, aiming to avoid conflicts of interest and acting as a fiduciary. The firm offers both ongoing investment management and one-time financial consulting services, tailoring advice to individual needs and goals. Goldfarb Wealth Advisors invests primarily in mutual funds and exchange-traded funds.
Fee Structure
Goldfarb Wealth Advisors' fees are a fixed annual retainer, paid quarterly, and are based on the time required to service the account. The fees are negotiable and range from $600 to $1,000 per quarter ($2,400 to $4,000 per year), but may be more for complex or large accounts. A minimum of $250,000 in assets under management is required to be billed an ongoing investment advisory fee. The fees include portfolio analysis, account setup, quarterly reviews, rebalancing, and consultation.