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 $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are calculated on a cumulative basis. The minimum annual fee is $5,000. The firm retains the discretion to negotiate alternative fees on a limited client-by-client basis.
Fee Estimator
Wealth management fees are calculated as a flat fee of $5,000 plus a percentage of assets under management (AUM). The percentage decreases as AUM increases. The minimum annual fee is $5,000. Fees are calculated quarterly in advance. Clients with contracts prior to May 1, 2019, will remain on their existing fee schedule until they are changed to the current fee schedule by their written authorization. The firm retains the discretion to negotiate alternative fees on a limited client-by-client basis.
Areas of Practice
Advisor Information
Office location
7200 N. Mopac, Suite 315, Austin, TX, 78731
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.
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Alexis is a council member for the CFP Board, serving as a subject matter expert for the CFP® exam since 2023. This involves conference calls and meetings three times a year, taking about 10-20% of Alexis's time.