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% |
| $2M+ | 0.75% |
Fee Estimator
Financial planning fees range from $2,500 to $20,000 initially, and $1,500 to $15,000 for ongoing services, depending on complexity. Investment management fees are tiered, ranging from 0.35% to 0.95% annually, based on the account balance. For example, a $4,500,000 portfolio would incur a total fee of 0.84%. Clients with $3,000,000 or more in investment management receive financial planning services as part of their investment management fee. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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
Emily works as a Client Experience Advisor and Client Manager for The KNW Group, Kestra Advisory Services, and NFP, providing client service, portfolio reviews, and investment advisory services. These roles take nearly all of Emily's time.