A complete list of active advisors currently associated with Goodstein Wealth Management LLC
Warmer can help you find a great advisor at Goodstein Wealth Management LLC or one who fits your needs even better.
Goodstein Wealth Management is a fee-only advisory firm that manages roughly $114 million in discretionary assets and operates with two advisors. It serves individuals (including high-net-worth clients) and businesses, providing discretionary asset management, standalone financial planning (hourly or fixed-fee) and retirement plan consulting. The firm’s investment process emphasizes client-specific investment policy statements and risk tolerances and relies primarily on fundamental analysis to build and monitor portfolios under discretionary authority. It uses custodial broker-dealers for execution and aggregates trades when appropriate, and it offers planning work as a separate hourly or fixed-fee engagement alongside ongoing portfolio management. Compared with many peers of similar size, the firm documents the ability to act in both limited-scope (3(21)) and fully discretionary (3(38)) fiduciary roles for ERISA retirement plans, and it reports receiving soft-dollar and custodial economic benefits from its clearing relationships. Operationally, it does not vote client proxies (clients receive and vote their own proxies) and it maintains no account minimum, which may be atypical for firms managing this level of assets.
To learn more about the advisors currently working at Goodstein Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Encino, CA
| 32
| |
Encino, CA
| 1
|
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