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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets managed (see table). For simple individual tax returns, the fee is $1,250. More complex tax matters are billed at $250/hour. Pension Consulting Services have a fee of 0.50% of plan assets with a $1,000,000 account minimum. A minimum annual fee of $5,000 generally applies to open and maintain an advisory account, but this may be waived or lowered at the firm's discretion.
Areas of Practice
Advisor Information
Office location
8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626
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
Brooke owns a rental house since 2016, which is investment related. She spends minimal time on this activity.