Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
2,328 clients
Average Client Portfolio
$344K average
Assets Under Management
$800.5M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$250 - $2,500

Fees for asset management are based on a percentage of assets under management, billed monthly in arrears. The highest fee is 1.6%. Fees are negotiable based on client factors. Financial planning fees range from $250 to $2,500, paid in advance. In certain circumstances, clients will not be billed for financial planning. Teamwork also directs clients to third-party money managers, receiving a portion of their fees. For AEWM, the total fee ranges from 0.68% to 1.18%.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

9811 Katy Freeway, Suite 1075, Houston, TX, 77024

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Regulatory 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.

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Employment History
Current Registrations
Teamwork Financial Advisors, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2022 - September 2024 · 1 yr 10 mos
Ameriprise Financial Services, LLC Broker
November 2022 - September 2024 · 1 yr 10 mos
Bok Financial Advisors
January 2020 - December 2022 · 2 yrs 11 mos
Bok Financial Securities, INC. Broker
January 2020 - December 2022 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
July 2016 - January 2020 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
July 2016 - January 2020 · 3 yrs 6 mos
LPL Financial LLC
October 2011 - March 2015 · 3 yrs 5 mos
LPL Financial LLC Broker
October 2011 - March 2015 · 3 yrs 5 mos
Chase Investment Services CORP.
April 2008 - November 2011 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - November 2011 · 6 yrs 4 mos
Banc One Securities CorporationBroker
May 2005 - July 2005 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.