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 | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, billed monthly in arrears. For financial planning, they charge fixed fees for comprehensive plans ($12,500) and hourly rates ($150/hour) for updates and ad hoc services. ERISA plan fees are negotiable, not exceeding 1% of included assets. They also receive referral fees from Third Party Managers.
Areas of Practice
Advisor Information
Office location
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
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
Lisa is a passive owner in Willow Ridge Terlingua LLC (campsites) and ALY Ventures LLC (real estate investments), dedicating minimal time to each. She also owns a commercial building housing a crossfit gym (about a quarter of her time), is a member of Women in Multifamily Association (minimal time), and is President Elect of Congregation Agudas Achim (a few hours per week).