Goldfarb Financial Management is a registered investment advisor founded and led by Mark Goldfarb, based in Beverly Hills, California. The firm offers portfolio management, financial planning, and pension consulting services. Goldfarb Financial Management focuses on safety of principal and liquidity, primarily recommending short-term government-backed bonds and cash equivalents for conservative growth, along with low-cost index funds tracking major stock market indexes when appropriate. The firm operates on a fee-only basis, meaning they do not accept commissions for selling financial products or insurance. Services are customized based on each client's goals, risk tolerance, and tax situation, with discretionary trading authority exercised through a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the firm's discretion and may not exceed 2% per year. Services may also be billed using monthly fixed fees or hourly rates up to $750 per hour.