Goodstein Wealth Management is a fee-only firm that manages investment portfolios and offers personalized financial planning and consulting services. Goodstein Wealth Management builds customized investment strategies based on your specific goals, time horizon, and risk tolerance, and has the authority to make trades on your behalf. For financial planning, Goodstein Wealth Management offers comprehensive financial plans as well as one-time annual reviews covering topics like taxes, estate plans, insurance, and investments. The firm also provides consulting services to retirement plans.
Assets Under Management$110M
Clients101
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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