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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Financial planning fees range from $250 to $750 per hour and are negotiable. Asset management fees are billed monthly, quarterly, or annually, based on asset value. The standard fee schedule is up to 2.0% on accounts up to $250,000, up to 1.75% on accounts over $250,000 and up to $500,000, up to 1.5% on accounts over $500,000 and up to $1,000,000, and up to 1.25% on accounts above $1,000,000. Retirement plan consulting fees vary, typically $500 to $1,000 per month. MCA may receive a portion of fees from third-party money manager referrals.
Areas of Practice
Advisor Information
Office location
11607 Spring Cypress Road, Suite B, Tomball, TX, 77377
Get directionsRegulatory History (9)
Judgment / Lien
February 2020Judgment / Lien
March 2015Judgment / Lien
January 2015Judgment / Lien
November 2014Judgment / Lien
June 2014Regulatory
November 2013Customer Dispute
June 2012Customer Dispute
March 2012Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Nicholas co-owns Retro DJ To Go, LLC, providing disc jockey services, and acts as Attorney-In-Fact for Lakes At Cypress Hill Home Owners Association, handling accounting. He is also a consultant for Vast Solutions Group, providing life insurance consultation, and owns Churchill Wealth Advisors, offering financial planning, investment, and insurance services, taking about a quarter of his time.