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 $3.0M | 0.35% |
| $3.0M - $7.0M | 0.20% |
| $7.0M - $10.0M | 0.15% |
| $10.0M - $15.0M | 0.10% |
| $15M+ | 0.05% |
Fees are negotiable at our sole discretion.
Fee Estimator
Fees for retirement plan services are negotiable and vary based on the nature, scope, frequency of services, plan size, and complexity. The billing schedule may include a flat plan support fee, a per participant fee, a project fee, and/or an asset-based fee. A minimum annual fee of $30 per participant is charged. We impose an annual minimum fee of $8,000 for stand-alone 401(k) clients, and an annual minimum fee of $6,000 for adopters in the Pooled Employer Plan (PEP).
Areas of Practice
Advisor Information
Office location
9600 North Mopac, Suite 600, Austin, TX, 78759
Get directionsRegulatory History
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