superior ratings
personalized service
exceptional client satisfaction
Seeking a Trustworthy Financial Advisor with Proven Client Satisfaction?
Are you tired of feeling like just another account number at Fisher Investments? Experience the difference with Goodwin Investment Advisory. Our client-centered approach means you’ll always feel valued and listened to, ensuring your financial journey aligns with your life goals.
Fisher Investments vs Goodwin Investment Advisory
Criteria |
Goodwin Investment Advisory |
Fisher Investments |
|---|---|---|
|
Local/Global Presence |
Predominantly local with clients in 15 states |
Global |
|
Ratings & Reviews As of 9/11/2024 |
Google 178 all 5-star reviews Yelp 8 all 5-star reviews Trustpilot no reviews |
Google 2.5 stars out of 6 reviews Yelp 1.8-star out of 132 reviews Trustpilot 2.4-stars out of 54 reviews |
|
Annual Advisory Fee Structure |
Lower fees Starts at 1.42% and continues to decrease with investment amount. (The effective rate falls below 1% above $1.6 Million in assets under management) |
Higher fees Starts at 1.5% and decreases with investment amount to a minimum fee of 1% |
|
Number of Clients as of 2024 |
~675 |
~150,000 |
|
Advisor Interaction |
Meets with CFP® Professional |
Assigned “investment counselor” |
|
Committees and Partnerships |
Investment Committee, Client Advisory Board, Advanced Planning Committee, Fidelity Institutional Wealth Advisor |
Investment Policy Committee |
|
Pressure to Hire |
Known for low-pressure sales |
Known for high-pressure sales |
|
Number of Advisors |
6 |
1,574 |
|
Year Founded |
2004 |
1979 |
The information in the table is based on publicly available data as of 9/11/2024.
Investment Advisory Services are offered through Goodwin Investment Advisory, LLC, a Registered Investment Advisor. The information provided is for information purposes only and is not intended to be investment advice. Data sources include Fisher Investments website, Google, Trust Pilot and Yelp.
Experience the Difference with Goodwin Investment Advisory
Envision a world where your financial future is secure, and your investment portfolio is professionally managed. Goodwin Investment Advisory aims to bring this vision to life, offering expert guidance and a client-centered approach that sets us apart.
“I feel valued and prioritized as a client with Goodwin Investment Advisory.”
“Feedback from current client in March 2024”
Secure Your Financial Future with Goodwin Investment Advisory
At Goodwin Investment Advisory, we offer personalized wealth management services that cater to your distinct financial goals. Our expert advisors, reasonable fees, and client-focused approach set us apart, providing a unique investment experience.
Goodwin Investment Advisory
At Goodwin Investment Advisory, we offer personalized financial planning and wealth management services. Our expert team of advisors is committed to understanding your financial goals and crafting a unique plan tailored to your needs. With reasonable fees and a client-centered approach, we aim to deliver superior service and results to our clients.
Fisher Investments
While Fisher Investments offers a global scale of operations, their publicly available information indicates higher fees, and their customer reviews mention that impersonal service and high-pressure sales tactics often leave clients feeling unsatisfied. In contrast, Goodwin Investment Advisory’s local, personalized approach, lower fees, and expert team of advisors deliver a superior investment experience.
how to hire us?
STEP 1
schedule an intro call
Our consultant will listen to your story and answer any questions you have during this free 15-minute intro call.
STEP 3
join our client family
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discover why our clients trust Goodwin Investment Advisory
* latest 10 reviews as of 01.2025
Goodwin Investment Advisory, LLC is an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. GIA did not provide any cash or non-cash compensation in return for these reviews, testimonials, and endorsements by existing clients and other individuals. We are also unaware of any material conflicts of interest on the part of the person(s) giving the testimonial or endorsement resulting from the person’s relationship with Goodwin Investment Advisory, which could result in an incentive to recommend the adviser. Some existing clients may be extended members of employees’ families; they have not been paid to provide a testimonial. Opinions and comments given by GIA clients or other individuals may not represent any other person’s experience with the firm.
Don’t Let Financial Worries Hold You Back
We understand that entrusting your financial future to a wealth management firm can be daunting. High fees, impersonal service, and high-pressure sales tactics may have left you feeling disillusioned. But at Goodwin Investment Advisory, we do things differently. Our lower fees compared to Fisher Investments, personalized service, and low-pressure approach set us apart. Let’s conquer your financial goals together.
Ready to overcome your financial fears?
