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How does the advisor help clients – Key Takeaways:
GOODNOW INVESTMENT GROUP LLC offers a range of financial services and caters to a diverse client base. It has a team of experienced advisors who provide personalized and comprehensive financial strategies to help clients reach their financial goals. The firm follows a fee-only compensation structure and prioritizes transparent and ethical practices to build long-term relationships with its clients.
Facts and Insights:
Founded in 2005, GOODNOW INVESTMENT GROUP LLC has been serving clients for over 15 years. Based in New York, the firm has expanded its reach to multiple states in the USA, making it accessible to a wider range of clients. The team at GOODNOW INVESTMENT GROUP LLC consists of 20 experienced advisors who hold various certifications and qualifications, including CFP, CPA, and CFA.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Headquarters: | New York |
| States Serviced: | Multiple |
| Number of Advisors: | 20 |
| Assets Under Management: | $500 million |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- College Savings Planning
- Insurance Planning
Client Types:
GOODNOW INVESTMENT GROUP LLC works with a diverse range of clients, including individuals, families, and small businesses. The firm also caters to institutional clients such as non-profits, endowments, and foundations.
Fees & Compensation:
The firm follows a fee-only compensation structure, which means that it does not earn commissions or receive any compensation from third-party sources. This ensures that the advice provided by the advisors is unbiased and in the best interest of the clients. Fees are typically based on a percentage of assets under management, and the firm also offers hourly and fixed retainer options.
Background:
GOODNOW INVESTMENT GROUP LLC was founded by John Goodnow, who has over 30 years of experience in the financial industry. He has assembled a team of highly qualified advisors who have a deep understanding of the ever-changing market and are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know:
GOODNOW INVESTMENT GROUP LLC has a clean record with no disciplinary actions or sanctions reported by any regulatory bodies. The firm prioritizes transparency and discloses all potential conflicts of interest to clients in advance.