Kody Followwill is a registered investment advisor at Castleview Partners, LLC, based in Dallas, TX, with 5 years of industry experience. Kody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 495 clients with $330M 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 for accounts over $10,000,001.
Fee Estimator
Location
4851 Lbj Freeway, Suite 850, Dallas, TX, 75244
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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
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