Elwood & Goetz Wealth Advisory Group offers investment management and financial planning services to individuals, families, and related entities. They help clients develop financial strategies covering retirement, investments, taxes, and estate planning. Elwood & Goetz is compensated solely by client fees and does not accept commissions.
Assets Under Management$810M
Clients603
Advisors17
Avg. per Client$1.3M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Clients with managed portfolios under $420,000 will incur an effective higher annual fee than the table above due to the $350 monthly minimum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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