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The Goodland Group

Updated today

Total assets under management

$46,086,075

Total clients

91

52% high-net worth

Total advisors

4

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

23

Average account size

$506,440

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Fixed

One-Time Financial Planning fixed fee ranges from $2,200 to $7,500; Ongoing Comprehensive Financial Planning upfront fee $1,750 - $2,500 plus monthly fee $375 - $475; Speaking engagements $0 to $15,000 per event or up to $1,000 per participant; Educational workshops $0 to $15,000 per workshop or up to $1,000 per participant

Percentage

$0 - $2,500,000: 0.75% $2,500,001 - $10,000,000: 0.60% $10,000,001+: 0.45%

Project-based

$250 per hour for financial planning and project-based engagements; $250 per hour for Washington clients ongoing planning

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

The Goodland Group

Goleta CA, United States

Number of offices

3

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