J.M. Goldberg Wealth Management provides wealth management and financial planning services to individuals, trusts, and estates. Wealth management is offered to clients with over $250,000 in investable assets, but this is a guideline, not a minimum. Financial planning services include income planning, investment asset allocation review, retirement savings needs calculation, and estate planning.
Assets Under Management$4.5M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee generally varies up to 1.0% per annum, depending upon the size and composition of a client’s portfolio and the type of services rendered.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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