Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed monthly in advance. Financial planning fees range from $150 to $1,000 per hour or $2,500 to $100,000 as a fixed fee, depending on the scope of service. Estate planning coordination fees range from $300 to $10,000. Flourish Cash and StoneCastle Cash Management accounts incur an annual admin/service fee of 0.15%.
Areas of Practice
Advisor Information
Office location
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Get directionsRegulatory History (4)
Employment Separation After Allegations
May 2020Financial
August 2019Financial
August 2019Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Gerald owns Summit Advisors, LLC, providing financial and tax planning, life insurance, and fixed-rate annuity sales, dedicating about 10-20% of his time. He also owns Seminole Tax Pros, LLC, for tax preparation and consulting, spending a few hours per week, and is a registered representative of Calton & Associates.