Areas of Practice
Business OwnersCharitable GivingCorporate ExecutivesEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
289 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$864.9M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
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 subject to negotiation. Existing clients may be charged under prior fee schedules. Fees may be lower for employee-related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Hunter Coday
Location
5177 Richmond Ave, Suite 700, Houston, TX, 77056
Get directionsHistory
Regulatory History
Clean regulatory record
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
Goodman Financial Corporation
February 2021 - Present · 5 yrs 1 mo
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.
Contact
Hunter Coday