Advisor at Tweddell Goldberg Investment Management
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Firm
Tweddell Goldberg Investment Management
Location
Sonora, CA
Credentials
Series 63
Industry experience
16 years
Jerold Tweddell is a financial advisor at Tweddell Goldberg Investment Management with 16 years of industry experience. He holds a Series 63 designation and has been with Tweddell Goldberg LLC since 2006. Tweddell Goldberg Investment Management is a fee-only advisory firm serving individuals, families, trusts, and business entities, including high-net-worth clients. The firm manages approximately $93.6 million across about 116 client relationships, offering tailored portfolios primarily using low-cost mutual funds, ETFs, and individual securities, with a notable emphasis on non-discretionary asset management.
Based on Tweddell Goldberg Investment Management
Based on Tweddell Goldberg Investment Management
0.3% to 1.00% annually, negotiable up to a maximum of 1.00% per year
$275 per hour for limited scope financial planning engagements
Minimum fee: Minimum fee of $1,000 for hourly financial planning engagements Fee-only: Fee-only firm; no commissions or other fees accepted
Sonora, CA
California · Maryland
Twedell Goldberg LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sonora, CA
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Series 63, Series 65
Sonora, CA
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