CW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
206 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.4B
Fee Structure
Minimum Investment:$5M
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Client fees are negotiable and therefore management fees for each client may vary from the schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual management fee of 1.00% based on the value of your assets at the beginning of each quarter. Fees are negotiable and may vary. If you start mid-quarter, the fee will be calculated for the portion of the quarter managed. If you terminate services before the end of a quarter, you'll receive a prorated refund for unearned fees.
Areas of Practice
Investment Management
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Advisor Information
Office location
2626 Cole Avenue, Suite 700, Dallas, TX, 75204
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
Annandale Capital, LLC
December 2009 - Present · 16 yrs 1 mo
Previous Registrations
Symmetry Capital Advisors LLC
November 2005 - April 2008 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.