Goodstein Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$114,199,021
Total clients
100
46% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$1,141,990
About
Goodstein Wealth Management is a fee-only advisory firm that manages roughly $114 million in discretionary assets and operates with two advisors. It serves individuals (including high-net-worth clients) and businesses, providing discretionary asset management, standalone financial planning (hourly or fixed-fee) and retirement plan consulting.
The firm’s investment process emphasizes client-specific investment policy statements and risk tolerances and relies primarily on fundamental analysis to build and monitor portfolios under discretionary authority. It uses custodial broker-dealers for execution and aggregates trades when appropriate, and it offers planning work as a separate hourly or fixed-fee engagement alongside ongoing portfolio management.
Compared with many peers of similar size, the firm documents the ability to act in both limited-scope (3(21)) and fully discretionary (3(38)) fiduciary roles for ERISA retirement plans, and it reports receiving soft-dollar and custodial economic benefits from its clearing relationships. Operationally, it does not vote client proxies (clients receive and vote their own proxies) and it maintains no account minimum, which may be atypical for firms managing this level of assets.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $500 to $5,500 for complete financial plans; $750 for one-time annual financial plan review
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.85% annually $3,000,001 - $10,000,000: 0.75% annually $10,000,001+: Negotiable
$320 per hour for financial planning services
Fee-only: Hourly rate $320; Fixed fees from $500 to $5,500 for complete financial plan; $750 fixed fee for one-time annual financial plan review
Main office location
Goodstein Wealth Management LLC
15760 Ventura Blvd., Suite 1520
Encino CA 91436, United States
Number of offices
1
Most active in
California · Florida · New Hampshire · Tennessee · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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