Goodwin Investment Advisory Fees & Minimum

Overview

Headquarters: Woodstock, GA
Total Firm Assets: $397 million
Average High-Net-Worth Client Portfolio Size: $2.1 million
Stated Minimum Account Size: $10,000

Fee Disclosure

Source: ADV PART 2A (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$3,000,000	1.00%
$3,000,001	$5,000,000	0.75%
$5,000,001	and above	0.50%

Stated Minimum Annual Fee: $7,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$47,500	0.95%
$10 million	$72,500	0.72%
$50 million	$272,500	0.54%
$100 million	$522,500	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 62.83%
Number of High-Net-Worth Clients: 118
Total Client Accounts: 403
Discretionary Accounts: 398
Non-Discretionary Accounts: 5

Services Offered

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

Regulatory Filings

SEC CRD Number: 131193

ADV PART 2A (2026-03-30) (fee schedule source) · View brochure text

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

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