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 $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment advisory fees range from 0.50% to 1.75% annually, based on assets under management. Model management fees for internally managed strategies range from 0.00% to 1.00% annually, typically between 0.20% and 0.50%. Third-party model management fees range from 0.35% to 1.00% annually. Fees are negotiable and based on factors like complexity, assets managed, and time involved. Financial planning fees are charged as a flat dollar amount or hourly fee.
Areas of Practice
Advisor Information
Office location
101 E. Park Blvd., Suite 975, Dallas, TX, 75074
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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