Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. Financial planning services have a fixed engagement fee ranging from $10,000 to $100,000. Business consulting services have a fixed engagement fee ranging up to $100,000. Fees may be negotiable based on the nature and complexity of the services.
Areas of Practice
Advisor Information
Office location
520 Post Oak Boulevard Suite 450, Houston, TX, 77027
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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