Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning and consulting fees range from $2,500 to $250,000 per year or 0.05% to 0.50% for ongoing investment consulting, depending on the scope and complexity of services. Investment management fees vary up to 2.00% annually based on portfolio size and services rendered. Fees are billed quarterly in advance. Additional fees may include custodial fees and Dynasty's TAMP platform fees (0-0.45% annually) and independent manager fees (0-1.50% annually).
Areas of Practice
Advisor Information
Office location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
Get directionsRegulatory History
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 →Other Business Activities
Jake manages a rental property, dedicating a few hours per week to managing cash flow, coordinating with contractors, and communicating with tenants. He is also a limited partner in a passive real estate fund, with no ongoing duties.