Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.50% to 2.50% annually, depending on portfolio size, composition, and services rendered. Digital asset management fees are typically 1.00%. Retirement plan consulting fees range from 0.20% to 1.00%. Estate planning services are billed separately by Freedom Day Legal. Fees are negotiable based on various criteria. Clients also incur third-party charges like brokerage commissions and custodial fees. The firm generally imposes a minimum portfolio size of $250,000.
Areas of Practice
Advisor Information
Office location
8401 Westview Drive, Houston, TX, 77055
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 →