Goldfarb Financial Management (GFM) offers financial planning and investment advice to individuals, high net worth individuals, businesses, and other legal entities. GFM provides advice on cash flow, taxes, estate planning, risk management, and retirement planning. GFM also manages investment portfolios, making recommendations for specific securities and asset allocations. GFM is a fee-only firm and does not receive commissions.
Assets Under Management$120M
Clients6
Advisors1
Avg. per Client$20M
Avg. per Advisor$120M
Fee Structure
Goldfarb Financial Management charges a fixed fee for managing your investments. The specific fee is determined based on a consultation between you and Goldfarb Financial Management, considering the size of your account and the services you need. The fee is charged monthly.
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