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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the Advisor's discretion.
Fee Estimator
Investment advisory fees are paid quarterly, ranging from 1.00% to 0.30% annually based on a tiered asset schedule. Financial planning is offered on an hourly basis at up to $350 per hour, or through a subscription-based program up to $500 per month, which may be waived for clients with $1,000,000 or more under management. A la carte financial planning appointments cancelled with less than 24 hours notice incur a $100 fee.
Areas of Practice
Advisor Information
Office location
672 Ridge Hill Drive, Suite A1, New Braunfels, TX, 78130
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
Shawn is the owner of Odin Creative, Inc., a website marketing services company, where he manages finances and oversees operations. He dedicates minimal time to this activity.