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Emma Godbee

45 Years of Experience
BrokerSells Insurance

Emma Godbee is a registered investment advisor at St. Bernard Financial Services, INC., based in Russellville, AR, with 45 years of industry experience. Emma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.50%
$250K - $500K1.25%
$500K - $5.0M1.00%
$5M+1.00%

Fees negotiable for accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1609 West Main St., Russellville, AR, 72801

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History

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.

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Other Business ActivitiesSells Insurance

Emma is an insurance agent for FMOs & IMOs since 1984, dedicating a few hours per week to offering and selling non-securities insurance. She also serves on the City of Riverdale Zoning Appeals Board, the Clayton County Water Authority, and the Clayton County Development Authority, dedicating minimal time to these roles.

Employment History
Current Registrations
St. Bernard Financial Services, INC.
November 2019 - Present · 6 yrs 5 mos
St. Bernard Financial Services, INC.Broker
November 2019 - Present · 6 yrs 5 mos
St. Bernard Financial Services, INC.
November 2019 - Present · 6 yrs 5 mos
Previous Registrations
Woodstock Wealth Management, INC.
July 2018 - November 2019 · 1 yr 4 mos
Woodstock Financial Group, INC.
January 2010 - November 2018 · 8 yrs 10 mos
Woodstock Financial Group, INC.Broker
January 2010 - November 2019 · 9 yrs 10 mos
Waddell & Reed, INC.
March 2003 - January 2010 · 6 yrs 10 mos
Waddell & Reed, INC.Broker
October 1980 - January 2010 · 29 yrs 3 mos
State Registrations5 states
CAFLGANYTN
AdvisorBrokerBoth

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.