Advisor at Taylor Goddard Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Taylor Goddard Investments
Location
Yelm, WA
Credentials
Series 65
Industry experience
19 years
Austin Goddard is a Series 65-licensed financial advisor with 19 years of industry experience. He is the principal of Taylor Goddard Investments in Yelm, WA, and has prior experience at Tempus Investment Corp and Stock Management LLC. Goddard also owns Automation LLC, a business providing back-office software and scheduling services to RIA firms, charter fishing operations, and the hospitality industry. Taylor Goddard Investments offers discretionary investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a fundamental screening process based on Value Line data combined with technical analysis to manage portfolios that include equities, ETFs, mutual funds, and bonds.
$0 - $500,000: 0.86% annually $500,001+: 0.574% annually
Account minimum: No requirements for opening or maintaining an account, such as minimum account size or number of transactions. Fee-only: Fees charged monthly in arrears based on account value at month end; monthly rates are 0.07167% for assets up to $500,000 and 0.03584% for assets over $500,000, equating to approximately 0.86% annually for first $500k and 0.574% annually for amounts above $500k.
Yelm, WA
Oregon · Washington
Tempus Investment Corp
2020 - Present (6 years)
Automation LLC
2016 - Present (10 years)
Stock Management LLC
2006 - 2020 (14 years)
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