AG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
305 clients
Average Client Portfolio
$255K average
Assets Under Management
$77.7M
Fee Structure
Minimum Investment:$30K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3M+ | 0.85% |
Fees are negotiable. Maximum annual fee for services provided through sub-advisors' platforms will never exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$498 - $2,900
Investment advisory fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning services are offered for a fixed fee of $2,900. Estate planning services are also offered for fixed fees. Advisory agents may receive commissions from insurance sales. A minimum account size of $30,000 is required.
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningInsurance Planning
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Advisor Information
Office location
6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Peak American Investment Advisors, INC.
August 2025 - Present · 5 mos
Previous Registrations
Fisher Investments
November 2021 - August 2025 · 3 yrs 9 mos
Cetera Investment Advisers LLC
November 2020 - November 2021 · 1 yr
Cetera Investment Services LLCBroker
May 2020 - November 2021 · 1 yr 6 mos
Nylife Securities LLCBroker
May 2016 - May 2020 · 4 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.