Mountain Goat Wealth Management offers discretionary and non-discretionary investment management, along with financial planning and consulting services. Mountain Goat Wealth Management helps clients build personalized portfolios based on their goals, time horizon, and risk tolerance, and can also assist with retirement plan accounts held away through a technology platform. Financial planning covers topics such as retirement strategies, tax reduction, estate preservation, and risk management. Comprehensive financial plans or consultation services are provided at no additional cost when clients use investment management services, or can be done on an hourly basis. Mountain Goat Wealth Management is owned and operated by Robert Goodman.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition.