Scott Goodman is a registered investment advisor at Eagle Financial Advisors, LLC, based in Frisco, TX, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $87M 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 $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Location
9300 Wade Blvd., Suite 100, Frisco, TX, 75035
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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 →Other Business ActivitiesSells Insurance
Scott works as an insurance agent for CLA USA, Inc. and Eagle Financial Group since 2009. He dedicates full-time hours to CLA USA, Inc. and about a quarter of his time to Eagle Financial Group.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
State Registrations2 states
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