SE
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$10,000 - $100,000
Investment management fees are based on a percentage of your assets under management, as detailed in the fee table. Financial planning services are offered for a fixed fee ranging from $10,000 to $100,000, while business consulting services have fixed fees up to $100,000. Fees may be negotiable based on the complexity of services and the overall client relationship.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information
Office location
520 Post Oak Boulevard, Suite 450, Houston, TX, 77027
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Alteris Capital Partners, LLC
April 2025 - Present · 9 mos
Global Wealth Advisors
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Commonwealth Financial Network
April 2022 - April 2025 · 3 yrs
Commonwealth Financial Network Broker
December 2020 - April 2025 · 4 yrs 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.