DG
CFP
DG
CFP

Deborah Good

11 Years of Experience
Dallas, TX

Deborah Good is a CFP-designated registered investment advisor at Clare Market Investments, LLC, based in Dallas, TX, with 11 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 237 clients with $640M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
237 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$635.1M

Fee Structure

Planning is included in investment management

Clare Market Investments' fees are based on a percentage of the value of your portfolio. If you choose comprehensive wealth management, the fee includes financial planning. The specific fee schedule is in your agreement. Fees may be negotiable. If you only elect investment advisory services, you will not receive financial planning services.

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Location

2620 State Street, Dallas, TX, 75204

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clare Market Investments, LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Capital Ideas
August 2010 - December 2010 · 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Deborah Good - Financial Advisor | TrueAdvisor