Goodman Advisory Group, LLC

Assets Under Management

$370.4M

Number of Clients

438

Number of Advisors

5

Average Client AUM

$846K

AUM per Advisor

$74.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Goodman Advisory Group offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. They provide customized investment solutions and comprehensive financial planning.

Fee Structure

Minimum Investment:$1M
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Location

197 First Avenue, Suite 130, Needham, MA, 02494

5 Advisors at this firm