Assets Under Management
$628.3M
Number of Clients
450
Number of Advisors
7
Average Client AUM
$1.4M
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
GoalVest Advisory LLC provides ongoing portfolio management services primarily to high-net-worth individuals. They also offer financial planning, which may include investment review, cash flow planning, tax considerations, retirement planning, college planning, life insurance planning, and debt/credit planning. GVA may act as a subadviser to other advisers.
4 World Trade Center, Suite 2908, New York, NY, 10007