Lindsay Elwood is a CFP-designated registered investment advisor at Elwood & Goetz, based in Athens, GA, with 19 years of industry experience. Lindsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 603 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
Fee Estimator
Location
687 S Milledge Ave, Athens, GA, 30605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lindsay is a co-owner of ELGO Properties, LLC, which owns real estate.
Employment History
Current Registrations
Elwood & Goetz
Previous Registrations
Amicus Financial Advisors, L.L.P.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Our firm is one of the rare, truly independent, wealth management firms in the country, and the only firm in the Athens area offering investment management and financial planning services from a team of Certified Financial Planner(TM) professionals and Certified Retirement Counselors within a fee-only compensation model (i.e., no commissions).