Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual portfolio management fee is generally 1.30% of assets under management, including cash and cash equivalents. Certain legacy clients may pay 1.25%. For RPOA Direct program clients (assets of $250,000 or less), the fee is 1.85%. Fees are payable quarterly in arrears or advance, based on the account value on the last day of the preceding quarter. Accounts are also subject to an annual platform fee of 0.40%. Fees may be adjusted for deposits or withdrawals greater than $5,000.
Areas of Practice
Advisor Information
Office location
2820 Dallas Parkway, Plano, TX, 75093
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
Cody is a National Insurance Consultant of Moraif Insurance Group, paid via MMWKM Management, Inc., since 2019. This role as an insurance agent takes nearly full-time hours.