Taylor Goddard Investments, led by Austin Goddard, offers investment advisory services to individuals, families, and businesses. They work with clients to set financial goals and create appropriate investment strategies using stocks, bonds, ETFs, and no-load mutual funds. Sell targets are set initially and may be modified by the client. The firm uses both technical and fundamental analysis to select investments.
Assets Under Management$6.6M
Clients64
Advisors1
Avg. per Client$100K
Avg. per Advisor$6.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.86% |
| $500K+ | 0.57% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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