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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
Account size may be negotiable under certain circumstances.
Fee Estimator
For investment supervisory services, the annual fee is based on a percentage of assets under management. A minimum of $1,000,000 of assets under management is required for this service, but this may be negotiable. Investment advisement services are billed based on the market value of the portfolio. Selection and monitoring services and consulting services are billed hourly ($125-$350/hour) or at a flat rate ($3,000-$5,000/quarter). Strategic wealth planning fees range from $5,000 to $40,000 if Investment Supervisory Services are not utilized. Fees are billed in advance each quarter and are negotiable. Discounts may be offered to family members and friends of associated persons of our firm.
Areas of Practice
Advisor Information
Office location
12117 Bee Caves Rd Bldg. 3, Suite 140, Austin, TX, 78738
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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