Advisor at Goodman Financial Corporation
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Firm
Goodman Financial Corporation
Location
Houston, TX 77056
Credentials
CFP®, Series 63
Industry experience
28 years
Paul Palmer is a CFP® with 28 years of experience in financial advisory. He has worked at Goodman Financial Corporation since 2023 and was previously with Your Advocates Ltd., LLP dba The Advocates from 2006 to 2023. He holds a Series 63 license and is based in Houston, TX. 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 and employs a customized, risk-aware investment process focusing on individual equities and bonds.
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 Ave, Suite 700
Houston, TX 77056
Texas
Goodman Financial Corporation
2023 - Present (3 years)
Your Advocates Ltd., LLP dba The Advocates
2006 - 2023 (17 years)
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Is not active or affiliated with:
Insurance agent
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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
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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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