Sunny Patel is a CFA, CFP-designated registered investment advisor at The Goff Financial Group, based in Houston, TX, with 5 years of industry experience. Sunny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 236 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
The firm may charge a lower management fee based on client circumstances.
Fee Estimator
Location
11 Greenway Plaza, Suite 1425, Houston, TX, 77046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sunny is a member of Patel Global Group LLC, a hotel business, since 2021. Sunny is a passive investor and dedicates minimal time to this activity.
Employment History
Current Registrations
The Goff Financial Group
Previous Registrations
The Goff Financial Group
Edward Jones
Edward JonesBroker
Group One Trading, L.P.Broker
State Registrations1 state
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