TL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$158.7M
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.25% |
Fees are negotiated depending on a client’s assets and needs for specific services. Clients with an inception date before these schedules were adopted may pay a different fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$350/hr
Fees for investment management are based on a percentage of assets under management, billed quarterly in advance. Financial planning and consulting are offered at $350 per hour, or a negotiated fixed fee. The firm generally requires clients to maintain $100,000 under management, but this may be waived at their discretion.
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Keller, TX
Get directionsRegulatory History (2)
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Criminal
June 1986Final Disposition
Criminal
August 1982Final Disposition
Other Business Activities
Troy is a member of ClearPath Opportunities Fund, LLC, an investment-related pooled investment vehicle, since June 2021. Troy spends minimal time in this capacity.
Employment History
Current Registrations
Clearpath Capital Partners LLC
October 2012 - Present · 13 yrs 3 mos
Previous Registrations
Hotovec Pomeranz & Co., INC.Broker
January 1998 - October 2000 · 2 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.