The Goodland Group manages investment portfolios using third-party managers or sub-advisors and provides one-time or ongoing financial planning. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. For Washington clients, ongoing planning is hourly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule applies to clients who custody assets at Charles Schwab. Clients with less than $2,500,000 in assets under management are subject to a separate financial planning fee for financial planning services. For clients with more than $2,500,000 in assets under our management, the financial planning fee will be waived and financial planning services will be included in the asset-based fee. For clients who custody assets at Betterment, the standard advisory fee is 0.25% plus the outside manager's advisory fee of 0.15%.