Goodman Financial Corporation
Assets Under Management
$864.9M
Number of Clients
289
Number of Advisors
17
Average Client AUM
$3.0M
AUM per Advisor
$50.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goodman Financial Corporation is an independent investment management firm offering investment advice and portfolio management. They focus on building client portfolios with individual bonds and equities for tax efficiency. They also provide targeted financial advisory services, including cash flow planning, retirement needs analysis, and estate planning. The firm manages assets on a discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.65% |
Clients are subject to a minimum quarterly fee of $1,250 which may result in an annual rate in excess of 1.25%. All fees are subject to negotiation.
Fee Estimator
The annual fee for investment advisory services is based on a percentage of your assets under management, as shown in the rate table. There is a minimum quarterly fee of $1,250, which may result in an annual rate exceeding 1.25%. Fees are payable quarterly, in advance. Consulting services are billed hourly, ranging from $100 to $400 per hour. All fees are subject to negotiation, and the minimum account size may be waived at the firm's discretion.
Areas of Practice
Location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
