Good News Financial & Investment Advisors, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Good News Financial & Investment Advisors provides investment management, financial planning, and consulting services. For investment management, Good News hires sub-advisors or co-advisors to manage client assets. Financial planning covers various aspects like retirement, risk management, and tax reduction. They also offer services to qualified retirement plans. Seminars and workshops are held to educate the public.
Assets Under Management$4.5M
Clients36
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.5M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
This is a tiered or breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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