Googins Advisors offers investment management services for individuals, businesses, and institutional clients. They manage various investments, including stocks, bonds, and mutual funds. Googins Advisors works with clients to understand their financial needs and goals, and clients can place reasonable restrictions on investments. The firm does not sponsor or manage any wrap fee programs.
Assets Under Management$500M
Clients778
Advisors4
Avg. per Client$640K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Some long-term clients have a fixed quarterly fee ranging from $125-$500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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