JB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
17 advisors
Number of Clients
691 clients
Average Client Portfolio
$487K average
Assets Under Management
$336.9M
Fee Structure
Minimum Investment:$10K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $200K | 1.75% |
| $200K - $300K | 1.50% |
| $300K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll be charged an advisory fee monthly, based on the total value of assets under management. The fee is calculated daily. For example, an account with $500,000 in AUM will have fees calculated as: 1.85% on the first $100,000, 1.75% on the next $100,000, 1.50% on the next $100,00, and 1.25% on the remaining $200,000. Commissions for trade execution are absorbed by BCP Global.
Areas of Practice
Investment Management
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Advisor Information
Office location
5075 Westheimer, Suite 975W, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Binvesting
May 2025 - Present · 8 mos
Banorte Asset Management, INC.
January 2024 - Present · 2 yrs
Banorte Securities International, Ltd.Broker
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Insigneo Securities, LLCBroker
December 2023 - December 2023 · 0 mos
PNC Managed Account Solutions, INC.
January 2022 - December 2023 · 1 yr 11 mos
PNC Managed Account Solutions, INC.
September 2021 - December 2021 · 3 mos
PNC Investments Broker
September 2021 - December 2023 · 2 yrs 3 mos
Bbva Securities INC.Broker
May 2013 - September 2021 · 8 yrs 4 mos
PNC Managed Account Solutions, INC.
October 2010 - September 2021 · 10 yrs 11 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
November 2009 - March 2010 · 4 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
September 2004 - July 2009 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
January 1998 - July 1998 · 6 mos
State Registrations3 states
FLINTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.