Grenville Macdonald Gooder

4 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

F L Putnam Investment Management CO.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

62 advisors

Number of Clients

2,563 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.10%
$2.0M - $5.0M	0.93%
$5.0M - $10.0M	0.80%
$10M+	0.60%

Advisory Fees are negotiable under certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

20 East 69th Street, 4th Floor, New York, NY, 10021

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History

Regulatory History (1)

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Regulatory

March 2019

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

F L Putnam Investment Management CO.

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Ascension Asset Management LLC

November 2021 - December 2024 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.