Top financial advisors in Goshen, NY
We’ve curated a list of the best financial advisors in Goshen, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$109,545,249
Number of advisors
2 advisors
| $109,545,249 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Goshen, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Goshen. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Great Path Planning
Great Path Planning, founded on June 29, 2016, is a registered Investment Adviser with a focus on ongoing, comprehensive financial advisement. Led by Christopher C. Pollard, the firm offers services such as financial planning, advising, and portfolio management tailored to individual needs. Clients can expect assistance with goal setting, budgeting, tax planning, net worth evaluation, real estate planning, portfolio analysis, estate planning, small business planning, insurance analysis, retirement planning, employee benefits analysis, and financial projections. The firm primarily practices passive investment management but may also utilize fundamental, technical, cyclical, and charting analysis when appropriate. Great Path Planning charges a fee based on various factors, typically ranging from 0.50% to 1.5% of liquid net worth or income plus total net worth, with a minimum fee of $2,500 per quarter. Clients have the option for ongoing, comprehensive financial advisement or project-based financial planning and consulting. The firm does not participate in wrap fee programs and does not offer performance-based fees. Great Path Planning acts as a fiduciary, ensuring clients' best interests are prioritized. Christopher C. Pollard, the Principal, holds professional designations as a Certified Financial Planner (CFP®), an Enrolled Agent (EA), and has a background in Electrical Engineering and an MBA in Personal Financial Planning. The firm does not receive any compensation from third parties for client referrals and maintains transparency in its brokerage practices and financial information. Clients have the right to direct which broker/dealer/custodian to use, and the firm does not vote client securities. Christopher C. Pollard oversees the firm's operations and is responsible for supervision.
$109,545,249 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Goshen, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Goshen. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.