Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
289 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$864.9M
Fee Structure
Minimum Investment:$1M
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% |
All fees are subject to negotiation. Existing clients as of April 10, 2025 may be charged under prior fee schedules. Fees may be less than those stated on the fee schedule depending upon a number of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Contact
Morgann Michelle Zimmer
Location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Morgann works as a league coordinator/referee for the Houston Sports and Social Club since 2018. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Goodman Financial Corporation
February 2017 - Present · 9 yrs
Previous Registrations
Kmh Wealth Management, LLC
September 2013 - June 2016 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Morgann Michelle Zimmer