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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the Advisor's discretion.
Fee Estimator
Investment advisory fees are paid quarterly, ranging from 1.00% to 0.30% annually based on a tiered asset schedule. Financial planning is offered on an hourly basis at up to $350 per hour, or through a subscription-based program up to $500 per month, which may be waived for clients with $1,000,000 or more under management. A la carte financial planning appointments cancelled with less than 24 hours notice incur a $100 fee.
Areas of Practice
Advisor Information
Office location
130 River Chase Way, Suite B, New Braunfels, TX, 78132
Get directionsRegulatory History (5)
Customer Dispute
May 2014Employment Separation After Allegations
June 2012Customer Dispute
November 2008Customer Dispute
December 2004Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Robert spends 90% of his time at Christian Investment Advisors Inc. and receives rental income from Ridge Hill Professional Offices. Robert also sells fixed insurance products, including life and long-term care insurance, dedicating minimal time to this activity, and sells a book called 7-Pillars of Biblical Stewardship.