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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
Fee Estimator
For individual clients, investment advisory fees are based on assets under management: 1.0% of the first $500,000, 0.8% of the next $500,000, and 0.65% for amounts over $1,000,000. Households with under $200,000 in assets are subject to an additional service fee: $40 between $1,000 - $10,000, $50 between $10,000 - $50,000, or $100 between $50,000 - $200,000. A minimum annual fee of $1,500 applies for management of a company's retirement plan.
Areas of Practice
Advisor Information
Office location
Regus - Downtown Republic Center, 325 N. Saint Paul Street, Suite 3131, Dallas, TX, 75201
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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