Lindsay Lynn is a CFP-designated registered investment advisor at Elwood & Goetz, based in Athens, GA, with 3 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, Investment Management, Retirement Planning, Tax Planning. 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 →Employment History
Current Registrations
Elwood & Goetz
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Ayco Personal Financial Management
Mercer Allied Company, L.P.Broker
State Registrations1 state
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