Daniel Coral Goodwin

Accurate Wealth Management, LLC

15 Years of Experience

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Firm Information

Accurate Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

48 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$384K average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:None

Financial Plan Fee:$1,000 - $100,000

Hourly Rate:$250/hr

The maximum annual fee for asset management is 2.50%, billed quarterly in advance, and is negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. There is no stated minimum account size.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

25511 Budde Rd., Suite 1002, The Woodlands, TX, 77380

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Regulatory History (1)

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Criminal

June 1988

Final Disposition

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Other Business ActivitiesSells Insurance

Daniel is a managing member of Goodwin Financial Reality, Provident Wealth Advisors LLC, and Provident Management LLC. He is also an owner and insurance agent of TCEI DBA Goodwin Financial Group, dedicating a few hours per week to this role.