Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are a maximum of 1.25% annually, negotiable based on client needs and complexity. Financial planning fees range from $500 to $24,000, depending on the situation's complexity. Project-based fees are negotiated in advance. Fees are paid quarterly in arrears for investment management and in advance for financial planning. There is no account minimum.
Areas of Practice
Advisor Information
Office location
13760 Noel Road, Suite 300, Dallas, TX, 75240
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
Elizabeth is the President of the Board of Directors for the non-investment related organization, For the Love of the Lake, dedicating about 10-20% of her time. She also participates in the Plano Chamber of Commerce Women's Division, spending minimal time per month.