How does the advisor help clients – Key Takeaways:
GOODMAN ASSET MANAGEMENT, INC. provides comprehensive financial management services to help clients achieve their financial goals. The company offers a team of experienced financial advisors who provide personalized advice and guidance tailored to each client’s unique needs and objectives. By utilizing a combination of financial knowledge, cutting-edge technology, and strategic partnerships, GOODMAN ASSET MANAGEMENT, INC. empowers their clients to make informed and confident financial decisions.
Facts and Insights
Founded in 2002, GOODMAN ASSET MANAGEMENT, INC. has over 18 years of experience in the financial industry. The company is headquartered in New York City and has a nationwide presence, serving clients across the country. With a focus on holistic financial planning and a client-centric approach, GOODMAN ASSET MANAGEMENT, INC. has become a trusted and reputable name in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2002 |
|---|---|
| Headquarters: | New York City |
| Number of Advisors: | 50 (as of 2020) |
| Assets Under Management: | $2 billion (as of 2020) |
Financial Services Offered
GOODMAN ASSET MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, insurance planning, and risk management. Combining their expertise in these areas, GOODMAN ASSET MANAGEMENT, INC. creates personalized financial plans that help clients achieve their short-term and long-term financial goals.
Client Types
GOODMAN ASSET MANAGEMENT, INC. serves a diverse client base that includes individuals, families, high-net-worth individuals, and businesses. Their team of financial advisors has the knowledge and experience to assist clients at various stages of their financial journey, whether they are just starting to build their wealth or are looking to protect and grow their existing assets.
Fees & Compensation
GOODMAN ASSET MANAGEMENT, INC. operates on a fee-based model, which means that their clients pay a percentage of their total assets under management as a management fee. This fee structure aligns the company’s interests with those of their clients, as it encourages their advisors to grow their clients’ assets and only earn more when their clients’ portfolios grow. The company is transparent about their fee structure and ensures that there are no hidden fees or conflicts of interest.
Background
Founded by John Goodman in 2002, GOODMAN ASSET MANAGEMENT, INC. has grown to become a reputable and reliable financial management firm. John’s vision was to create a firm that puts clients’ needs first and delivers top-notch financial advice and services. With over 18 years of experience and a team of highly qualified financial advisors, GOODMAN ASSET MANAGEMENT, INC. has established itself as a prominent player in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, GOODMAN ASSET MANAGEMENT, INC. is held to a fiduciary standard, which means they are legally obligated to always act in their clients’ best interest. They are transparent about their fee structure, potential conflicts of interest, and any breaches in compliance. Clients can access the company’s Form ADV and other pertinent disclosures on their website or by requesting them directly from their financial advisor.