Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. For Unified Managed Accounts and non-UMA asset management, fees range from 0.50% to 2.00% per year, depending on account size and complexity. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000). Family office fees are hourly ($125-$500/hour), fixed ($0-$35,000, but can exceed $100,000), or a bundled annual rate (0.50% to 2.00% of assets). Trading costs may vary from 0.02% to 0.15%. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
10401 West Interstate 10, Suite 119, San Antonio, TX, 78230
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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