Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable at the firm's discretion.
Fee Estimator
Asset management fees range from 0.30% to 1.25% annually, depending on the amount of assets under management. Financial planning services are charged either a fixed fee ($2,500 to $20,000 per project) or an hourly rate ($125 to $250 per hour), depending on the complexity of the client's situation and the services provided. A separate agreement is required for financial planning services. Retirement plan services are also offered, but those fees are not included here. A minimum of $100,000 is generally required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
623 W 38th Street, Suite 320, Austin, TX, 78705
Get directionsRegulatory History
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