BK
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$25.6M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on your portfolio size (see rates in table). These fees are negotiable, and the final fee schedule will be in your advisory agreement. Clients can terminate the agreement within five business days for a full refund. Fees are paid quarterly in advance.
Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information
Office location
1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX, 77380
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Hodos Wealth Group, LLC
January 2021 - Present · 5 yrs
Previous Registrations
Private Advisor Group, LLC
November 2012 - February 2021 · 8 yrs 3 mos
LPL Financial LLC Broker
November 2012 - January 2021 · 8 yrs 2 mos
Investment Advisors
September 2008 - December 2012 · 4 yrs 3 mos
Proequities, INC.Broker
February 2006 - December 2012 · 6 yrs 10 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.