Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of assets under management. Financial planning fees range from $2,550 to $5,000 or $200 to $400 per hour, depending on complexity. A 50% deposit is required before commencing financial planning services. OWA requires a minimum of $250,000 to work with the firm, but this may be waived at OWA's discretion.
Areas of Practice
Advisor Information
Office location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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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
James co-owns A&S Enterprises, a wholesale/retail consumer products distribution business, dedicating about 10-20% of his time. He is also an independent insurance agent with Outlook Wealth Advisors, selling life, long-term care, disability, and fixed annuities, spending about 10-20% of his time. James also owns Neuenschwander Properties, LLC, which leases building space, and is a managing director and part owner of Outlook Wealth Advisors, LLC, an SEC Registered Investment Advisor, dedicating full-time hours to this.