Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable but will not exceed 2.0% annually, calculated as a percentage of the account value. Fees are assessed monthly or quarterly. Clients participating in the Overlay Program are charged an Overlay Management Fee which will not exceed 1% of the Overlay Value, in addition to the advisory fee. Financial planning fees can be fixed or hourly, as agreed upon in the Financial Planning Agreement. Clients also pay custodial fees and fees charged by investment vehicles.
Areas of Practice
Advisor Information
Office location
6573 Old Jacksonville Hwy, Suite 200, Tyler, TX, 75703
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
Erin owns JJEK Investments, LLC, doing business as The Holloway Partnership, where she focuses on insurance sales and services, dedicating nearly full-time hours to this endeavor. Erin also owns Kemo Farms and is a partner at Western Legends Sports Management, spending about 10-20% of her time on each.