Goodman Advisory Group offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. Goodman Advisory Group creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. Financial planning services cover investment planning, risk management, tax planning, retirement, college funding, business succession, insurance, elder care, and estate planning.
Fee Structure
Goodman Advisory Group's investment management fees are based on the value of your portfolio and are paid quarterly, in advance. The annual fee can be up to 1.80%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.