Goodrich Financial Advisory (GFA) provides portfolio management based on individual client goals, including creating investment strategies and monitoring portfolios. GFA also offers personal financial planning covering investments, insurance, retirement, college, and debt. Additionally, GFA provides business financial planning and analysis, including forecasting, restructuring, and strategic growth planning. GFA generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and other securities.
Assets Under Management$1.1M
Clients9
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...