CV
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
110 clients
Average Client Portfolio
$218K average
Assets Under Management
$24.0M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$50 - $5,000
Hourly Rate:$250/hr
11 Financial charges asset-based fees for portfolio management, as detailed in the fee table. These fees are negotiable. Financial planning services are billed at $250 per hour, also negotiable. Fixed fees for creating financial plans range from $50 to $5,000, charged in advance. Clients are responsible for third-party fees like custodian and brokerage fees. There is no minimum account size.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information
Office location
Lufkin, TX
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
11 Financial
January 2025 - Present · 1 yr
Previous Registrations
Envoy Advisory INC.
June 2022 - April 2024 · 1 yr 10 mos
11 Financial
November 2018 - December 2024 · 6 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.