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 $1000K | 1.37% |
| $1.0M - $1.5M | 1.22% |
| $1.5M - $2.0M | 1.12% |
| $2.0M - $3.0M | 1.07% |
| $3.0M - $4.0M | 0.97% |
| $4.0M - $5.0M | 0.89% |
| $5.0M - $10.0M | 0.81% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.62% |
Fee Estimator
For portfolio management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning and consulting are also offered as stand-alone services. Financial consulting is billed hourly, ranging from $150 to $450 per hour. Financial plan creation ranges from $2,400 to $25,000, depending on complexity. Ongoing review and monitoring of a financial plan ranges from $150 to $5,000 per year. A technology service fee of $50 per year, per custodial account, is also assessed.
Areas of Practice
Advisor Information
Office location
920 Memorial City Way, Suite 150, Houston, TX, 77024
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
Elizabeth is a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest. She also works as a tax specialist for JDA TSG Tax Services Team, spending about a quarter of her time on this activity outside of trading hours.