Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's annual fee for continuous portfolio management ranges from 0.59% to 1.50%, negotiated based on client needs. Discounted rates are available for consolidated assets: 0.99% for over $1MM, 0.88% for over $3MM, and 0.83% for over $10MM. Fees are billed quarterly in advance. A minimum consolidation of $1,000,000 is required within the first calendar year.
Areas of Practice
Advisor Information
Office location
300 Crescent Court, #1776, Dallas, TX, 75201
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
Ismael provides music production and DJ services as COO/Producer/DJ, dedicating a few hours per week to this non-investment related activity. He also works full-time as CCO for MGAM RIA, an unaffiliated RIA.