GoodWin Asset Management is a registered investment advisor providing investment management and financial planning services. GoodWin advises on retirement portfolios, family trusts, and accounts for education or other specific purposes. GoodWin invests directly in stocks, ADRs, bonds, ETFs, and mutual funds. The firm creates customized portfolios based on clients' individual needs and financial planning strategies.
Assets Under Management$23M
Clients43
Advisors1
Avg. per Client$530K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $9.0M | 0.60% |
| $9.0M - $19.0M | 0.40% |
| $19.0M - $69.0M | 0.30% |
| $69M+ | 0.25% |
Fees are negotiable for families with more than one account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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