Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management, financial planning, and employee benefit plan advisory services are negotiable. The maximum annual fee rate for portfolio management is 2.5%. Financial planning fees range from $500 to $20,000 annually or up to $250 per hour. Clients are responsible for third-party fees like custodian, brokerage, and mutual fund fees. APIA collects fees in advance, but no more than six months. Refunds are provided if the advisory agreement is terminated early.
Areas of Practice
Advisor Information
Office location
840 Gessner Road, Suite 700, 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
David works for AssuredPartners Investment Advisors, LLC as a registered investment advisor and spends about a quarter of his time there. David also works for AssuredPartners selling life, health, LTC, DI, group, and P&C insurance, dedicating about 10-20% of his time. Finally, David is an investor in a data center real estate venture.