Morgann Zimmer is a CFP-designated registered investment advisor at Goodman Financial Corporation, based in Houston, TX, with 12 years of industry experience. Morgann 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, Gen X, and 5 more. Their firm serves 288 clients with $920M 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 - $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% |
Fees are payable quarterly in advance. Subject to a minimum quarterly fee of $1,250. Fees are negotiable and account minimums may be waived in the firm's discretion.
Fee Estimator
Contact
Morgann Zimmer
Location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
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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
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
Previous Registrations
Kmh Wealth Management, LLC
State Registrations1 state
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
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