Overview

Headquarters
San Diego, CA
Total Firm Assets
$120 million
Average High-Net-Worth Client Portfolio Size
$2.5 million

Fee Disclosure

Source: GOLDMAN WEALTH MANAGEMENT DISCLOSURE BROCHURE (2026-04-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.80%
$5,000,001 and above 0.60%

Stated Minimum Annual Fee: $4,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $48,500 0.97%
$10 million $78,500 0.78%
$50 million $318,500 0.64%
$100 million $618,500 0.62%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
77.26%
Number of High-Net-Worth Clients
37
Total Client Accounts
168
Discretionary Accounts
168

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
290153
  • GOLDMAN WEALTH MANAGEMENT DISCLOSURE BROCHURE (2026-04-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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