John
Goetz

Fort Washington Investment Advisors Inc

CRD#1276271
Investment Advisor
in Cincinnati, OH

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About this Advisor

John Goetz is a financial advisor working out of Cincinnati, Ohio with a total of 21 years of relevant experience. Goetz works at Fort Washington Investment Advisors Inc. They have worked at Fort Washington Investment Advisors Inc for their whole career. Goetz has a Series 63 license, designating them as a securities representative, and is able to work in Ohio. Fort Washington Investment Advisors Inc is a business based out of Cincinnati, OH. The investment advisory business has offices in three locations and a total of 151 advisors. It administers $71 billion in assets among its 1,405 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 1,405 accounts, 74% belong to high-net-worth investors who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees depend on which service is provided. Fee types billed by Fort Washington Investment Advisors Inc may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

303 Broadway Suite 1200
Cincinnati, OH 45202

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Fort Washington Investment Advisors Inc Brokerage Details

Total Assets Under Management

$71,037,804,050

OH Average: $2,106,341,625
Total Number of Employees

151

OH Average: 34
Total Number of Accounts

1,405

OH Average: 1,972
Average Account Size

$50,560,715

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

John Goetz Work History

John has been registered as a financial advisor for 21 years.*

1999 - Present (25 years)

Fort Washington Investment Advisors Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Goetz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fort Washington Investment Advisors Inc

Neal Davis
Cincinnati, OH
Daniel Gibson
Cincinnati, OH
Tracey Stofa
Cincinnati, OH
Jeffrey Pettiford
Chicago, IL
Kate Brown
Cincinnati, OH
William Creviston
Cincinnati, OH
Barry Pavlo
Westlake, OH
Michael Rudnicki
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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