goodstead offers investment management and financial planning services. For investment management, they provide advice on equities, mutual funds, ETFs, fixed income, and alternative investments. Their advice is tailored to individual client needs, objectives, risk tolerance, and any investment restrictions. Financial planning involves reviewing a client's financial position and goals to make recommendations. Clients are not obligated to act on these recommendations.
Assets Under Management$3.6M
Clients6
Advisors1
Avg. per Client$600K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:$1K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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