Godwin Capital Group offers wealth management services focused on portfolio management and asset allocation to high-net-worth individuals, charitable organizations, and family offices. Godwin also manages private pooled investment vehicles. Godwin discusses each client’s financial goals, investment objectives, and risk tolerance before giving investment advice.
Assets Under Management$1.1B
Clients17
AdvisorsN/A
Avg. per Client$66M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are subject to negotiation. Godwin charges a flat annual fee that does not exceed $275,000 or 0.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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