Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Privus charges for financial planning services either through a fixed monthly fee (up to $2,500) or a percentage of the portfolio's value (up to 1.00% annually). The payment option is based on the client's preference and is negotiable. If the percentage fee option is selected, the fee is billed quarterly in arrears. Privus also shares in the fee paid to the Third Party Advisers (TPAs) that they recommend to clients, up to 50% of the total annual asset management fee that the TPA charges.
Areas of Practice
Advisor Information
Office location
Tower 909 Building, 909 Lake Carolyn Parkway, Suite 330, Irving, TX, 75039
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
Teresa maintains a less than 2% ownership interest in Tectonic Holdings, LLC and T Acquisition, Inc. Tectonic Holdings owns affiliated advisory, broker-dealer, and insurance firms, while TAI owns a national bank.