Goodwin Investment Advisory provides personalized investment management and financial planning services. Goodwin manages client brokerage assets, and can advise on assets held away such as 401(k)s and 529 plans. Goodwin also offers dynamic financial planning, which includes an evaluation of a client's current and future financial state. Goodwin may outsource some trading responsibilities to 55ip.
Assets Under Management$340M
Clients363
Advisors7
Avg. per Client$950K
Avg. per Advisor$49M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,875.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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