Advisor at Goodman Financial Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Goodman Financial Corporation
Location
Houston, TX 77056
Credentials
Series 65
Industry experience
2 years
Albert Wagner is a Series 65-licensed financial advisor at Goodman Financial Corporation with two years of industry experience. Before joining Goodman Financial in 2022, he worked at KPMG and PwC, and he also spent five years at Baylor University. Goodman Financial Corporation provides discretionary investment management and supplemental financial advisory services to individuals, trusts, endowments, corporations, and retirement plans. The firm manages approximately $865 million across about 275 client relationships, employing a customized, risk-aware investment process that emphasizes individual equities and bonds supported by fundamental and macroeconomic research.
Based on Goodman Financial Corporation
Based on Goodman Financial Corporation
$0 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.15% $3,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.70% $20,000,000+: 0.65%
Consulting services billed hourly from $100/hour to $400/hour
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250 (equivalent to $5,000 annually) which may result in an effective rate higher than 1.25% Fee-only: Fees are charged on assets under management according to tiered schedule; no commissions; fee-only adviser.
5177 Richmond Avenue, Suite 700
Houston, TX 77056
Texas
Goodman Financial Corporation
2022 - Present (4 years)
Kpmg
2021 - 2022 (1 year)
PwC
2019 - 2021 (2 years)
Baylor University
2013 - 2018 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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