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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Asset management fees are based on a percentage of assets under management, according to the tiered schedule in the table. The firm generally requires a minimum account size of $1,000,000, which may be negotiable. For standalone financial planning, the firm charges $250 per hour, subject to a minimum annual fee of $5,000, which may also be negotiable. If you also have assets under management of at least $1,000,000, the minimum annual financial planning fee is waived.
Areas of Practice
Advisor Information
Office location
8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730
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 Activities
Jason is the Founder and Member of Lake Hills Masterminds, LLC, a professional development organization, and handles finance/accounting and group facilitation. He spends minimal time on this activity.