Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Fee Estimator
Investment advisory fees are 1.00% annually on the average daily market value of assets, payable quarterly. Financial planning services are based on an hourly fee with a set minimum, but these fees are currently waived. The firm may recommend the use of CIAOX (the Fund), receiving 0.75% of the market value annually, payable monthly. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Areas of Practice
Advisor Information
Office location
18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsRegulatory History (1)
Customer Dispute
November 2020Other Business Activities
Bradford owns Cowboy Comfort Rentals LLC, a short-term vacation rental property, since October 2024. He manages the property, bookings, and maintenance, dedicating a few hours per week to this activity.