Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OWA's annual investment advisory fee is negotiable and does not exceed 1.5% of assets under management. Financial planning fees range from $2,550 to $5,000 or $200 to $400 per hour, depending on complexity. A 50% deposit is required before commencing financial planning services. OWA requires a minimum of $250,000 to work with the firm, but this may be waived at OWA's discretion.
Areas of Practice
Advisor Information
Office location
224 Ed English Dr., Suite A, The Woodlands, TX, 77385
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 ActivitiesSells Insurance
William provides benefit packages for businesses as an independent contractor and is an independent insurance agent for Outlook Wealth Insurance Services, selling life, long-term care, disability, and fixed annuities. He also works as a data gatherer for The Wilson Legal Group, collecting and organizing documents for a tax attorney.