Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
2,328 clients
Average Client Portfolio
$344K average
Assets Under Management
$800.5M

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$250 - $2,500

Fees for asset management are based on a percentage of assets under management, billed monthly in arrears. The highest fee is 1.6%. Fees are negotiable based on client factors. Financial planning fees range from $250 to $2,500, paid in advance. In certain circumstances, clients will not be billed for financial planning. Teamwork also directs clients to third-party money managers, receiving a portion of their fees. For AEWM, the total fee ranges from 0.68% to 1.18%.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

201 W. Hillside, Suite 19, Laredo, TX, 78041

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Regulatory 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.

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Employment History
Current Registrations
Teamwork Financial Advisors, LLC
February 2020 - Present · 5 yrs 11 mos
Previous Registrations
Edward Jones
November 2018 - February 2020 · 1 yr 3 mos
Edward Jones Broker
November 2018 - February 2020 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.