Fees Schedule

Investment Requirement

At Goodreid, we work with our clients to develop a personalized strategy to achieve their investment goals.  Our active-management approach is one where accounts are managed individually through a dedicated Portfolio Manager.  Investments are allocated to a wide range of securities as part of our disciplined and strategic approach to investing. 

In order to stay true to this approach, Goodreid requires a minimum investment of $500,000. 

 

Management Fees

1.25% annually on the first $2MM

1.00% annually on the next $3MM

Negotiable over $5MM

As a client, you can expect:

Have questions about our fee structure or approach?  Contact us today

Interested in arranging an Investor Discovery session? Sign up here