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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are paid quarterly in advance or arrears and may be negotiable for accounts with unusual investment management requirements, services offered, and size.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. For smaller accounts (under $100,000), you may pay a higher percentage quarterly fee, not to exceed 2.5%. Financial planning services are available for a fixed fee of $1,500 for a comprehensive plan, $500 for an annual review, or $350 per hour for separate consultations. Fees are negotiable for 401(k) plans. The minimum account size is $20,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
7335 Highway 6,, Suite 250, Missouri City, TX, 77459
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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