Diana Castro is a CFP-designated registered investment advisor at Goodman Financial Corporation, based in Houston, TX, with 5 years of industry experience. Diana 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, High Net Worth, and 4 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
Diana Castro
Location
5177 Richmond Ave, Suite 700, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Goodman Financial Corporation
State Registrations1 state
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Exams
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