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% |
| $2M+ | 0.50% |
Minimum annual fee of $5,000, negotiable. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. The minimum annual fee for investment management is $5,000 and is negotiable. Financial planning fees range from $3,000 to $15,000+ for comprehensive plans and are based on hourly billing rates for focused/hourly plans. Non-Discretionary (client directed) accounts are charged 0.35% on all assets.
Areas of Practice
Advisor Information
Office location
1800 St. James Place, Suite 101, Houston, TX, 77056
Get directionsRegulatory History
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