MR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B
Fee Structure
Financial Planning:Investment management only
Minimum Annual Fee:$2,500
Advisory fees are negotiable, ranging from 0.05% to 1.00% annually based on service level, asset class, account size, and complexity. Fees are calculated quarterly, in advance, based on assets under management. Institutional clients with over $1 million in assets pay between 0.075% to 0.20%, with a minimum quarterly fee of $2,500. Employees and affiliates may receive lower fees.
Areas of Practice
Investment Management
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Advisor Information
Office location
15375 Memorial Drive, Suite 200, Houston, TX, 77079
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Crossmark Global Investments, INC.
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Salient Private Client, LLC
August 2017 - July 2018 · 11 mos
Salient Advisors, L.P.
July 2011 - November 2022 · 11 yrs 4 mos
Salient Capital Advisors, LLC
July 2011 - November 2022 · 11 yrs 4 mos
Endowment Advisers, L.P.
July 2011 - March 2021 · 9 yrs 8 mos
Integrity Capital, LLC
July 2011 - October 2015 · 4 yrs 3 mos
Pool Capital Partners
January 2006 - February 2011 · 5 yrs 1 mo
Quint Capital, LP
April 2003 - August 2004 · 1 yr 4 mos
Cobalt Investments, LP
May 2002 - December 2002 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.