MH
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
94 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$290.3M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum annual fee of $5,000, negotiable. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
Financial Plan Fee:$3,000 - $15,000
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee for investment management is $5,000 and is negotiable. Financial planning fees range from $3,000 to $15,000+ for comprehensive plans and are based on hourly billing rates for focused/hourly plans. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
1800 St. James Place, Suite 101, Houston, TX, 77056
Get directionsRegulatory History (1)
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Regulatory
December 1995Final
Employment History
Current Registrations
Beacon Financial Advisors Ltd
December 2002 - Present · 23 yrs 1 mo
Previous Registrations
Fsc Securities CorporationBroker
September 1985 - May 1987 · 1 yr 8 mos
Wealth Management Securities CorporationBroker
February 1985 - July 1985 · 5 mos
Fsc Securities CorporationBroker
June 1984 - January 1985 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.