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 $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Minimum Household Assets under Management is $750,000. Clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity, specific situations and outside circumstances.
Fee Estimator
WJA charges a quarterly fee based on the value of assets under management. The minimum household assets under management is $750,000. Clients below this threshold will be billed a minimum fee of $2,063 per quarter. Fees are negotiable based on complexity and specific situations. WJA also offers tax preparation and planning services for a separate fee, detailed in a separate agreement.
Areas of Practice
Advisor Information
Office location
5847 San Felipe, Suite 1500, Houston, TX, 77057
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
John serves as a Director for St. Stephen's Endowment Fund since 2021, overseeing investment activities and IRS compliance. He dedicates minimal time to this role outside of trading hours.