Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are negotiated at the outset of an engagement. Annual consulting fees typically range from 0.01% to 0.50% of plan assets depending on the size and complexity of the plan. Clients are usually billed monthly or quarterly in arrears, but some clients are billed a consulting fee based on a negotiated flat fee.
Areas of Practice
Advisor Information
Office location
4424 West Sam Houston Pkwy N, Suite 1000, Houston, TX, 77041
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
Jody is an LLC member of Dolores Townhomes, LLC, a construction company building townhomes, since 2007. Jody spends minimal time on this activity, which is not investment-related.