Advisor at Goodman Financial Corporation
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Firm
Goodman Financial Corporation
Location
Houston, TX 77056
Credentials
CFP®, Series 65
Industry experience
11 years
Morgann Zimmer is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Goodman Financial Corporation since 2017, including its predecessor entities, and previously worked at KMH Wealth Management, LLC. Outside of her advisory role, she serves as a league coordinator and referee for the Houston Sports and Social Club. 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 275 client relationships, using a customized, risk-aware investment process that emphasizes individual equities and bonds over layered mutual funds.
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
2021 - Present (5 years)
Goodman Financial Corporation
2020 - 2021 (1 year)
Goodman Financial Corporation
2017 - 2020 (3 years)
UnEmployed
2016 - 2016 (1 year)
KMH Wealth Management, LLC
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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