Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
49 Financial charges a maximum of $5,000 for limited financial planning engagements and up to $75,000 annually for ongoing financial planning, both paid monthly in advance. Investment management fees are a percentage of assets under management, up to a maximum of 1.65% annually, paid quarterly in advance. Fees are negotiable. Fractional family office services range from $2,500 to $30,000 per month, plus onboarding fees, and require a $10MM net worth ($5MM liquid).
Areas of Practice
Advisor Information
Office location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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 ActivitiesSells Insurance
Alfred is an independent insurance agent providing insurance advice, which takes about a quarter of his time. He is also an investment advisor representative and a registered representative, spending nearly full-time on these investment-related activities, and is president of a charitable planning company, dedicating a few hours per week.