Goodman Financial is an investment management firm offering ongoing investment advice and portfolio management. They focus on allocating assets among cash, bonds, stocks, exchange-traded funds, and mutual funds, selecting specific securities to diversify and meet client objectives. They also offer financial advisory services like cash flow planning, retirement needs analysis, and estate planning. Goodman Financial primarily builds client portfolios with individual bonds and equities for tax efficiency and to avoid layered fees.
Assets Under Management$860M
Clients289
Advisors19
Avg. per Client$3M
Avg. per Advisor$46M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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% |
All fees are subject to negotiation. Clients are subject to a minimum quarterly fee of $1,250 which may result in an annual rate in excess of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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