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 $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Fees are based on a percentage of assets under supervision and are not tiered. The annual fee ranges from 0.95% to 0.55% depending on the asset level, and is negotiable for assets over $10 million. If assets fall below $1 million, the fee is 1.00% until the value exceeds $1 million for a full calendar quarter. Fees are collected in arrears each quarter. The minimum account size is $1 million, but exceptions may be made.
Areas of Practice
Advisor Information
Office location
10000 N. Central Expressway, Suite 1275, Dallas, TX, 75231-4177
Get directionsRegulatory History
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