Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management are based on a percentage of assets under management, billed monthly in arrears. The highest fee is 1.6%. Fees are negotiable based on client factors. Financial planning fees range from $250 to $2,500, paid in advance. In certain circumstances, clients will not be billed for financial planning. Teamwork also directs clients to third-party money managers, receiving a portion of their fees. For AEWM, the total fee ranges from 0.68% to 1.18%.
Areas of Practice
Advisor Information
Office location
8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257
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 Activities
Jeffrey co-owns two vacation rental properties and holds minority interests in three oil well investments. He also owns a small percentage of an internet marketing firm.