AC
CFP

Aubrey Hix Carlisle

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000

GSA offers investment management services for an annual fee based on a percentage of your portfolio's average daily balance, up to a maximum of 1.0%. This fee is in addition to other fees, such as those charged by the funds in your portfolio. Financial planning services are offered for a fee outlined in the financial planning agreement. GSA may waive or negotiate fees in certain instances at its discretion. GSA generally requires a minimum of $500,000 in assets under management and generally $5,000 in minimum annual gross fees for GWM but has discretion to accept lower amounts.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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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
Guidestone Financial ServicesBroker
July 2021 - Present · 4 yrs 6 mos
Guidestone Advisors
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Inspire
July 2020 - May 2021 · 10 mos
Upright Financial, LLC
August 2018 - March 2020 · 1 yr 7 mos
Arthur Stein Financial, LLC
February 2018 - July 2018 · 5 mos
Guidestone Advisors
September 2009 - January 2018 · 8 yrs 4 mos
Guidestone Financial ServicesBroker
September 2009 - January 2018 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2007 - August 2008 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2007 - August 2008 · 1 yr 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.