Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated as a percentage of assets under management, not to exceed 1.00% per annum, with breakpoints applying to relationships exceeding $1 million. Fees are negotiable. Financial planning services are available to clients with an existing investment advisory account generally at no additional charge. Wealth Advisory Service consulting fees may be fixed or hourly, ranging from $200-$500 per hour. The firm recommends a minimum of $2.5 million in liquid assets to start or maintain an account.
Areas of Practice
Advisor Information
Office location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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
Hunter is the VP of Finance at Woody Contractors, a construction company, since 2022. This activity involves processing year-end financial reports and takes about 10-20% of Hunter's time.