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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
For private wealth management, fees range from 0.50% to 1.00% of assets under management, depending on the asset level. There is a $10,000 annual minimum, which may be waived. Fees are negotiable. For corporate retirement plans, fees are also negotiable and can vary greatly. Fees are paid quarterly in arrears based upon average daily balance.
Areas of Practice
Advisor Information
Office location
1925 Cedar Springs Road, Suite 102, Dallas, TX, 75201
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
Jeffrey works for Burr Pilger Mayer, Inc. as an accountant specializing in private client services and retirement plans since 2014. This takes about half of Jeffrey's time.