Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waterloo Capital offers investment management services on a fee-only basis. The maximum annual fee for this service is 2.5%, calculated based on the market value of assets in the client's account on the last day of the previous quarter. Clients may be charged $250 per hour for additional services such as financial plan implementation or mortgage analysis. For clients with assets under management of $2,000,000 or more, the firm will reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.
Areas of Practice
Advisor Information
Office location
2425 Cedar Springs Rd, 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 ActivitiesSells Insurance
Andrew is a limited partner and advisory board member for Self Made Training Facility, a business consultant for Cooper Lucky Consulting, and a general partner for Oro Reserve short-term exotic car rentals. Andrew is also an independent insurance agent for Elite Producers Group, selling life insurance and management services.