The advisory fees are negotiable and vary depending on the type and level of service, account size, and complexity of the investment program. Fees typically take the form of an annual percentage of assets managed, generally not exceeding 1% annually, assessed quarterly. Employees, family members, and affiliates may be charged a lower fee.
15375 Memorial Drive, Suite 200, Houston, TX, 77079
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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 →Scott is a board member of El Centro Network since 2017. This activity requires minimal time and is not investment-related.