Samuel Goodfriend is a registered investment advisor at Wealthvalues, LLC, based in Houston, TX, with 4 years of industry experience. Samuel 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 25 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Asset-based fees range from 0.25% to 1.00% depending on the size of the portfolio. WealthValues also offers annual fixed fee options or a combination of fixed fees and asset-based percentages. Fees are generally negotiable.
Fee Estimator
Location
Houston, TX
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 →Employment History
Current Registrations
Wealthvalues, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations2 states
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
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC