Elwood & Goetz
Assets Under Management
$813.0M
Number of Clients
603
Number of Advisors
13
Average Client AUM
$1.3M
AUM per Advisor
$62.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Elwood & Goetz is an independent firm providing investment management and comprehensive financial planning. Services include retirement planning, investment management, tax planning, wealth preservation, and more. They work with individuals, families, trusts, estates, and family businesses. Compensation is fee-only.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
—
Minimum Annual Fee:$4,200
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
687 S Milledge Ave, Athens, GA, 30605
