Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually, and are billed monthly in arrears. There's also an administrative and technology fee of up to $100 per account annually for accounts over $10,000. Financial planning is included with investment management services. Stand-alone financial planning fees range from $2,000 to $10,000, fixed and agreed upon in advance.
Areas of Practice
Advisor Information
Office location
10497 Town and Country Way, Suite 400, Houston, TX, 77024
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Frances sells Medicare Supplement, fixed annuities, fixed insurance, and long-term care insurance. She is also the Owner/President of Longshore Financial Group, where she dedicates about two-thirds of her time to insurance sales.