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Tweddell Goldberg Investment Management

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Client assets under management

$93,615,183

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Clients

113

53% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

57

Typical

Average account size

$828,453

About

Tweddell Goldberg provides investment management and occasional limited-scope financial planning to individuals and their families, including high-net-worth clients, as well as to trusts and business entities. The fee-only firm manages about $96.9 million for roughly 113 clients through a small advisory team and offers both discretionary and non-discretionary advisory arrangements.

Portfolios are built primarily with no-load or low-load mutual funds and ETFs, with a preference for the lowest-cost share classes available and use of fundamental and technical analysis supported by Morningstar and other research services. The firm can trade discretionarily but also manages a substantial portion of assets on a non-discretionary basis, obtaining client approval before entering transactions for those accounts.

Notable among peers, Tweddell Goldberg reports a majority of assets as non-discretionary (approximately $50.5 million non-discretionary versus $46.4 million discretionary), which is uncommon for supported firms in this category. It operates without accepting commissions or 12b-1 fees, does not vote proxies on clients’ behalf, and states no formal account minimum, reflecting its practice of individualized, client-directed account management.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)

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Fee options

Percentage

0.3% to 1.00% annually, negotiable up to a maximum of 1.00% per year

Project-based

$275 per hour for limited scope financial planning engagements

Other

Minimum fee: Minimum fee of $1,000 for hourly financial planning engagements Fee-only: Fee-only firm; no commissions or other fees accepted

Main office location

Tweddell Goldberg Investment Management

Sonora CA, United States

Number of offices

2

Most active in

More info

California · Maryland

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 209-536-9734

Advisors at this firm

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Peter K

Series 63, Series 65

Sonora, CA

Tweddell Goldberg Investment Management

Peter Kendall is a financial advisor at Tweddell Goldberg Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2018, following a five-year retirement period. Tweddell Goldberg Investment Management is a fee-only advisory firm serving individuals, families, trusts, and business entities, including high-net-worth clients. The firm manages approximately $93.6 million across 116 client relationships, offering tailored portfolios primarily using low-cost mutual funds, ETFs, and selected individual securities, with a notable emphasis on non-discretionary management.

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
user avatar

Jerold T

Series 63

Sonora, CA

Tweddell Goldberg Investment Management

Jerold Tweddell is a financial advisor at Tweddell Goldberg Investment Management with 16 years of industry experience. He holds a Series 63 designation and has been with Tweddell Goldberg LLC since 2006. Tweddell Goldberg Investment Management is a fee-only advisory firm serving individuals, families, trusts, and business entities, including high-net-worth clients. The firm manages approximately $93.6 million across about 116 client relationships, offering tailored portfolios primarily using low-cost mutual funds, ETFs, and individual securities, with a notable emphasis on non-discretionary asset management.

Wealth management Tax-loss harvesting College savings (529s, UTMA, etc.)
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