Goodstein Wealth Management (GWM) offers investment management and financial planning services. GWM provides ongoing portfolio management services, determining investment goals, risk tolerance, and objectives. Financial planning services include a complete financial plan and one-time annual financial plan review. GWM also provides consulting services to retirement plans.
Assets Under Management$110M
Clients101
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$57M
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 - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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