Kody Followwill is a registered investment advisor at Castleview Partners, LLC, based in Planoi, TX, with 6 years of industry experience. Kody 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 594 clients with $420M 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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on the complexity of the client's situation, amount of assets managed, anticipated future additional assets, and other factors.
Fee Estimator
Location
101 E. Park Blvd, Suite 975, Planoi, TX, 75074
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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 →Employment History
Current Registrations
Castleview Partners, LLC
Previous Registrations
Newedge Advisors
Foundations Investment Advisors LLC
Ae Wealth Management, LLC
Mercer Global Advisors INC.
Lake Point 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.