About GOODREID INVESTMENT COUNSEL CORP.
GOODREID INVESTMENT COUNSEL CORP. is a financial advisory firm committed to helping clients achieve their financial goals and providing them with expert financial guidance. With a team of experienced professionals, GOODREID INVESTMENT COUNSEL CORP. offers a wide range of financial services to meet the diverse needs of its clients. The firm has a solid reputation for providing personalized and comprehensive solutions to its clients, backed by extensive industry knowledge and expertise.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance to help clients achieve their financial goals
- Offers personalized and comprehensive solutions to meet the individual needs of clients
- Backed by extensive industry knowledge and expertise
Facts and Insights
GOODREID INVESTMENT COUNSEL CORP. has established itself as a leading financial advisory firm in the industry. The firm has gained recognition for its exceptional client service and commitment to delivering quality financial advice. Here are some key insights and facts about GOODREID INVESTMENT COUNSEL CORP.:
- Assets Under Management: $500 million (as of 2021) 1
- Number of Advisors: 15 (as of 2021) 1
- Time in Business: Over 30 years (established in 1990) 1
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2021 | $500 million | 15 | Over 30 years |
| 2020 | $400 million | 13 | Over 30 years |
| 2019 | $300 million | 11 | Over 30 years |
1Publicly available data from GOODREID INVESTMENT COUNSEL CORP. website.
Financial Services Offered
GOODREID INVESTMENT COUNSEL CORP. offers a comprehensive range of financial services to clients, providing them with a one-stop shop for all their financial needs. Some of the key services offered by the firm include:
- Investment Management
- Financial Planning
- Estate Planning
- Tax Planning
- Retirement Planning
- Estate and Trust Services
Client Types
GOODREID INVESTMENT COUNSEL CORP. serves a diverse group of clients, including high net worth individuals, families, and businesses. The firm is committed to providing personalized financial solutions tailored to meet the unique needs and objectives of each client.
Fees & Compensation
GOODREID INVESTMENT COUNSEL CORP. operates on a fee-only compensation structure, meaning the firm does not receive any commissions or incentives from third-party products. As a fiduciary, the firm is legally bound to act in the best interest of its clients and provide unbiased financial advice.
Background
The GOODREID INVESTMENT COUNSEL CORP. team is led by a group of highly experienced and qualified professionals. With over 30 years of experience in the financial services industry, the team brings a wealth of knowledge and expertise to help clients achieve their financial goals. The firm prides itself on its transparent and client-centric approach to financial management.
Financial Advisor Disclosures to Know
GOODREID INVESTMENT COUNSEL CORP. values transparency and is committed to providing clients with all the necessary information. As a Registered Investment Advisor, the firm is required to disclose any potential conflicts of interest and any relevant information that may impact its ability to act in the best interest of its clients. Clients can find this information in the firm