Goodrich Financial Group offers ongoing investment advice and manages investment portfolios for clients based on their individual needs and goals. Goodrich Financial Group creates a personal investment policy and manages a portfolio based on that policy. The firm manages accounts on a discretionary basis, meaning they make trades without asking you first. Investment recommendations include a variety of securities.
Assets Under Management$17M
Clients13
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Goodrich Financial Group's annual fees for investment management are a percentage of the value of your portfolio, ranging from 0.75% to 2.50%. These fees can be negotiated. Fees are charged at the end of each calendar quarter, based on the value of your account at the end of the previous quarter.
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