Goelzer Investment Management provides investment advice and manages assets for individuals, families, and institutions. Services include investment consulting, custom portfolios, financial planning, and specialized services for high-net-worth clients and professional athletes. Goelzer's investment management team supports these services with research and portfolio management.
Assets Under Management$3.8B
Clients877
Advisors25
Avg. per Client$4.4M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Goelzer Investment Management charges private clients a percentage of assets under management, with standard fees ranging from 0.5% to 1.5%. Institutional clients' standard fees range from 0.10% to 0.75%. These fees are negotiable and may be modified based on various factors. Clients also incur brokerage, custodial, and transaction costs.
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Location
25 Advisors at this firm
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