Proffitt & Goodson is a registered investment advisory firm that offers portfolio management, wealth planning, and pension consulting services. They work with individuals, families, and institutions to help them define and meet their investment goals. Their services include developing investment policies, creating and managing portfolios, and providing advice on retirement income, tax, and estate planning.
Assets Under Management$680M
Clients278
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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