Goodman Financial Corporation
Assets Under Management
$864.9M
Number of Clients
289
Number of Advisors
17
Average Client AUM
$3.0M
AUM per Advisor
$50.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Goodman Financial is an independent investment management firm providing investment advice and portfolio management. They focus on building client portfolios with individual bonds and equities for tax efficiency. They also offer targeted financial advisory services on an as-needed basis.
Fee Structure
Minimum Investment:$1M
AUM-Based Fees (Tiered)
| Assets Under Management | 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% |
All fees are subject to negotiation. Existing clients as of April 10, 2025 may be charged under prior fee schedules. Fees may be less than those stated on the fee schedule depending upon a number of factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
