Sandra Goodstein
Sandra Goodstein is a CFP-designated registered investment advisor at Wescott Financial Advisory Group LLC, based in Harleysville, PA, with 22 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 777 clients with $3.7B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Wealth Management Program and MRK Powered by Wescott Wealth Management Program. A minimum of $2,000,000 of assets under management is required for this service, but may be negotiable, subject to a $25,000 minimum fee.
Fee Estimator
Contact
Sandra Goodstein
Location
162 Main St, Harleysville, PA, 19438
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Employment History
Current Registrations
Wescott Financial Advisory Group LLC
Previous Registrations
Goodstein & Associates, LLC
American Express Financial Advisors, INC.
State Registrations1 state
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