Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For asset management, the maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable. Financial planning and consulting are charged on an hourly basis (up to $1,000/hour) or a flat fee basis (up to $150,000). The fee can be deducted from the managed account or billed directly. Retirement plan consulting has a maximum fee of 1.00% of assets under advisement or may be charged hourly.
Areas of Practice
Advisor Information
Office location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
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 ActivitiesSells Insurance
Timothy is a licensed insurance agent and partial owner of Granite Harbor Group insurance affiliate, dedicating about 10-20% of his time to this activity. He is also a limited partner in Yalumba Partners, LP, a real estate partnership, and involved with the Reserve at Sugar Tree POA and Ronald McDonald House Charities, spending minimal time on each.