Goodwin Asset Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,000,000
Clients
43
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$534,884
About
GoodWin Asset Management provides discretionary investment management and comprehensive financial planning to high‑net‑worth individuals, families, trusts and retirement plans, including 401(k), IRA and 403(b) accounts. The firm operates as a fee‑only adviser and delivers portfolio management, asset‑allocation advice and regular account reporting.
The firm combines a top‑down approach for country and macro allocation with bottom‑up security selection, pursuing a conservative, value‑oriented, long‑term strategy that invests in equities, ADRs, bonds, ETFs and mutual funds while generally avoiding derivatives and margin without client consent. Clients complete an investment policy questionnaire and receive ongoing daily monitoring, monthly statements and detailed quarterly performance and allocation reports.
Compared with many independent advisers, GoodWin explicitly offers pension‑plan consulting and retirement‑plan management in addition to HNW wealth management—services that are relatively uncommon for peers. The firm manages roughly $23 million across a limited client base and highlights cross‑border valuation and global-market experience (U.S., European and Asian opportunities) as a distinguishing aspect of its advisory work, and it focuses on serving HNW and institutional retirement clients rather than mass‑market, non‑HNW individuals.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
General retirement planning
Income planning
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.80% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000 - $50,000,000: 0.40% annually $50,000,000 - $100,000,000: 0.30% annually $100,000,000+: 0.25% annually
Fee-only: Fee-only manager; fees paid directly by client; no commissions or third-party compensation.
Main office location
Goodwin Asset Management Inc.
950 N York Rd, 108
Hinsdale IL 60521, United States
Number of offices
2
Most active in
Goodwin Asset Management Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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