Advisor at Goydas Capital Investment Management, LLC
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
Goydas Capital Investment Management, LLC
Location
Genesee, PA
Credentials
Series 65
Industry experience
6 years
Sarah Gilner is a financial advisor at Goydas Capital Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Goydas Capital since 2019, following roles as an independent contractor and at First Citizens Community Bank. In addition to her advisory work, she is a licensed insurance producer. Goydas Capital Investment Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $18.8 million for about 19 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and access to private pooled investments, including real-estate funds and REITs, using a variety of analytical approaches and investment strategies.
Based on Goydas Capital Investment Management, LLC
Financial planning fixed fees ranging from $500 to $2,500
$0+: 2.00% annually for Portfolio Management Services $0+: 1.00% annually for Pension Consulting Services
$20 to $1,000 per hour for financial planning services
For qualified clients: 0.50% annual fee plus 20% performance fee on capital appreciation with high-water mark
Fee-only: Financial planning fixed fees $500 - $2,500; hourly fees $20 - $1,000 per hour
Genesee, PA
New Jersey · New York · Pennsylvania · Virginia
Goydas Capital Investment Management
2019 - Present (7 years)
Independent Contactor
2017 - 2019 (2 years)
First Citizens Community Bank
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
CFP®, ChFC®, Series 63
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Series 66
Genesee, PA
LPL Financial
CFP®, Series 63
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Cetera
Series 66
Andover, NY
Equitable Advisors
Series 65
Genesee, PA
Goydas Capital Investment Management, LLC
CFP®, Series 63
Wellsville, NY
OSAIC
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