Goldstein Advisors offers investment advice and financial planning to individuals, families, and businesses. Services include portfolio management tailored to client needs, financial planning, and pension consulting. Goldstein Advisors may use sub-advisors to manage portions of client accounts. The firm also offers tax preparation and consulting services.
Assets Under Management$1.1B
Clients1,070
Advisors10
Avg. per Client$1M
Avg. per Advisor$110M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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