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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable and may differ from those in the fee schedule. A client may pay more or less than other clients in the same fee tier. Further, Private Wealth provides a fee reduction to its employees and partners.
Fee Estimator
Investment management fees are based on a percentage of assets under management and billed monthly in arrears. Actual fees may be negotiated. Wealth management fees are based on a negotiated flat fee divided into installment payments. The firm provides a fee reduction to its employees and partners. Fixed income accounts and philanthropic accounts have different fee structures. Private placements and alternative investments are billed differently based on valuation updates.
Areas of Practice
Advisor Information
Office location
112 E. Pecan St., Suite 2800, San Antonio, TX, 78205
Get directionsRegulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
Russell is a licensed insurance agent since August 2023, selling accident, health, life, and HMO insurance. This takes a few hours per week, including time during trading hours.