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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. For example, the annual rate is 1.35% on the first $500,000. Financial planning is offered on an hourly basis (ranging from $150 to $250 per hour) or at a fixed rate of up to $10,000 annually. Estate planning document generation is available for a one-time flat fee of $1,700 per household or $1,000 per individual. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
1177 West Loop S, Suite 1825, Houston, TX, 77027
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
Timothy is an employee of Saxon Financial Group, a support company/DBA, since 2018. He dedicates full-time hours to financial planning, investments, trading, and operations support.