Anna Ceker is a registered investment advisor at Goodman Financial Corporation, based in Houston, TX, with 11 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 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
Location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
Get directionsHistory
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
Anna works as a freelance wedding planner/coordinator and wedding consultant for Two Be Wed since March 2022. This takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Goodman Financial Corporation
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
More Advisors
- Antonio Castillo, CFPGoodman Financial Corporation
- Hunter Coday, CFPGoodman Financial Corporation
- Paul Palmer, CFPGoodman Financial Corporation
- Morgann Zimmer, CFPGoodman Financial Corporation
- Benjamin Mccue, CFAGoodman Financial Corporation
- Wade Egmon, CFPGoodman Financial Corporation