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 | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning fees range from $400 for RIA Goal Horizons to $5,000 for RIA Comprehensive Strategy. RIA Custom plans have individually designed fees. Fees are negotiable based on pre-existing relationships and assets under management. The firm requires a $15,000 account minimum, waivable at its discretion.
Areas of Practice
Advisor Information
Office location
11750 Katy Freeway, Suite 840, Houston, TX, 77079
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Customer Dispute
April 2012Other Business Activities
Frank is a financial advisor with RIA Wealth Advisors LLC, providing financial advice. He spends about a quarter of his time on this activity during trading hours and a few hours per week outside of trading hours.