Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For asset management, the maximum annual fee is 1.00%, billed monthly in arrears based on the average daily balance. Fees are negotiable. Financial planning and consulting are charged on an hourly basis (up to $1,000/hour) or a flat fee basis (up to $150,000). The fee can be deducted from the managed account or billed directly. Retirement plan consulting has a maximum fee of 1.00% of assets under advisement or may be charged hourly.
Areas of Practice
Advisor Information
Office location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064
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 ActivitiesSells Insurance
Nicholas is a licensed insurance agent since 2012, dedicating about 10% of his time to this activity. He is also a partner at Granite Harbor Group - Insurance since 2019 and a passive investor in +2 Investment Group 1, LLC since 2024.