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 | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the value of your managed assets (see the table for specific rates). This fee is calculated monthly, in advance. Pension consulting services are also offered, with fees based on a percentage of assets. Financial planning consulting is available at an hourly rate of $175, which is negotiable. A $15 annual fee is charged for database maintenance for certain accounts not directly managed by the firm.
Areas of Practice
Advisor Information
Office location
211 West Edgewood, Suite 300, Friendswood, TX, 77546
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
Daniel is an independent contractor selling fixed, life, health, and property & casualty insurance products since 2016, dedicating a few hours per week. He also performs advisory functions for First Allied and Lifestyle Financial Advisors, spending most of his time with these entities, and is a Registered Investment Advisor for Lifestyle Asset Management Inc., dedicating about half his time.