Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TAM charges a maximum advisory fee of up to 2% for the management of your Program account. This fee covers portfolio construction, asset allocation, ongoing review, and certain brokerage-related services. The trading cost component is estimated to range from $100 to $500 per account per year. Clients utilizing TAM model strategies and/or third-party money managers will be charged additional fees. The wrap fee does not include private alternative investment fees and expenses, annual account fees or other administrative fees.
Areas of Practice
Advisor Information
Office location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
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 Activities
Andrew owns Frozys Shaved Ice, LLC, dedicating a few hours per week, and Exclusive Benefit Consulting, LLC, where he passes expenses and taxes through. He also works as a teacher/educator at Veritas Academy and coaches girls soccer at Veritas Academy High School, and is a finance committee member at Bannockburn Church.