Goldman Sachs Personal Financial Management

Wealth Management Firm in Baltimore County, MD

Firm Info
Address: 11311 McCormick Rd suite 500, Hunt Valley, MD 21031, USA
Phone: (866) 987-5240

Firm Size
Assets Under Management: $17.4 billion
# of Advisors: 368
# of Clients: 75,551
Client to Advisor Ratio: 205:1
Average Account Size: $230,582
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Other Investment Advisors
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Subscription (Newsletter or Periodical)
  • Fixed Fees (Other than subscription)

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Goldman Sachs Personal Financial Management Overview

Since 2005, Goldman Sachs Personal Financial Management has established itself as a trusted investment advisory firm based in Newport Beach, CA. As a fee-based firm, Goldman Sachs Personal Financial Management provides investment advice only to its clients. The firm's head office is strategically located in Newport Beach, providing the necessary support to investors and businesses in the area. Goldman Sachs Personal Financial Management offers a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and other services such as the selection of other advisors. The firm's investment advisors are experts in their field and use their vast knowledge to help businesses and individuals make informed investment decisions. The team at Goldman Sachs Personal Financial Management is committed to serving its clients by providing educational seminars and workshops to help them understand and manage their financial goals. Additionally, the firm is also involved in publishing periodicals and newsletters that offer insights into the latest trends and developments in its field. One of the unique services that Goldman Sachs Personal Financial Management offers is acting as a sub-adviser for other investment advisors. This allows them to work with other investment advisory firms by providing expert investment advice to their clients. Overall, Goldman Sachs Personal Financial Management is a top-notch investment advisory firm that has been providing excellent service to its clients since 2005. With a wide range of services and a highly-qualified team, the firm has established itself as a leader in the industry.

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT caters to a wide variety of clientele, including individuals, high net worth individuals, pension or profit-sharing plans, charitable organizations, state or municipal government entities, other investment advisors, insurance companies, and other corporations not listed. They offer personalized financial management services to their clients and work toward achieving their long-term financial goals. GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT provides flexible fee structures that vary depending on the type of service provided to clients. For investment management, the firm usually charges a percentage of the assets under management (AUM) as fees. For financial planning services, the firm charges on an hourly basis. Clients also have the option to purchase subscriptions to Goldman Sach's newsletters or periodicals on a regular basis, which come with additional financial guidance. Additionally, the firm may charge fixed fees for certain projects or services provided. These fee structures provide clients with an array of options to choose from and accommodate different investment styles and budgets.

Typical Clients, Fee Structures & Investment Minimum

Goldman Sachs Personal Financial Management generally requires a minimum asset amount of $500,000 for their services to be available to households. However, portfolio managers are able to impose their own minimum account requirements. The Wealth Adviser has the discretion to make exceptions to the minimums, as deemed appropriate. For institutional clients, GS PFM ICS generally requires assets under management of at least $2,000,000. Account minimums may be waived at the discretion of GS PFM ICS.

How This Office Can Help Baltimore County, MD Residents

Goldman Sachs Personal Financial Management (GS PFM) is an investment advisory firm that provides personalized financial planning and investment management services to clients in Baltimore County, MD. They help clients navigate the complex financial landscape, offering guidance on retirement planning, investment strategies, estate planning, tax management, and more. Baltimore County, MD residents may face a variety of financial challenges, including saving for retirement, managing debt, planning for college expenses, and protecting their assets through estate planning. GS PFM provides a comprehensive approach to financial planning, tailoring their services to each client's unique needs and goals. Whether someone is new to investing or a seasoned investor looking to refine their portfolio, GS PFM can help them make informed decisions and stay on track toward their financial objectives. With a mix of technology-driven tools and expert financial advisors, Goldman Sachs Personal Financial Management offers a powerful and personalized solution for Baltimore County residents seeking financial success.

To view the Minimum Investment and Fee Schedule for Goldman Sachs Personal Financial Management, visit their Part 2 Brochure.

Services Offered by Goldman Sachs Personal Financial Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Goldman Sachs Personal Financial Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Unavailable
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 11311 McCormick Rd suite 500, Hunt Valley, MD 21031, USA
Phone (866) 987-5240
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 620 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA 92660, United States

This firm has no other locations.

State Registrations

Goldman Sachs Personal Financial Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Goldman Sachs Personal Financial Management does not have any disclosures. Please visit it's Form ADV for more details.