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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9M+ | 0.25% |
Fee Estimator
For wealth management clients, fees are based on a percentage of assets under management. The firm generally requires a minimum of $1,000,000 to establish an account, but may accept accounts with less at their discretion. In addition to the basic fee, there is a one-time charge of $500 to set up the account. Clients may also be charged custody fees, asset-based pricing, or transaction fees. Fees are payable monthly or quarterly, with an annual minimum fee of $10,000. Prepaid fees are refunded on a pro-rata basis upon cancellation.
Areas of Practice
Advisor Information
Office location
1330 Summit Avenue, Fort Worth, TX, 76102
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.
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Brian works as a personal financial counselor at Zeiders, providing basic financial advice to military personnel. This activity takes minimal time.