Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range up to 1.50% annually, depending on the investment strategy. Fees are billed monthly in advance or quarterly in arrears. Financial planning is offered on an hourly basis (up to $250/hour) or a fixed fee basis (up to $10,000). Sub-advisory services range from 0.20% to 0.65%. Minimum account sizes apply for different strategies: $100,000 for Equity, $50,000 for ETF, and $25,000 for Mutual Fund and Advisor Directed strategies. These minimums may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5465 Legacy Dr., Suite 650, Plano, TX, 75024
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
Debbie is a board of trustee for the Moores Music Society at the University of Houston, dedicating minimal time to this role. She is also an independent licensed insurance agent since 1996.