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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. *Comparable services may be found elsewhere for lower fees.
Fee Estimator
Investment supervisory services are charged based on assets under management. The fees are negotiable depending upon the needs of the client and complexity of the situation. Financial planning services are offered for an hourly fee of $250, which is also negotiable. Clients may terminate their accounts without penalty within 5 business days of signing the advisory contract. Fees for all services provided will be due upon termination.
Areas of Practice
Advisor Information
Office location
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
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
Michael works as a tax advisor for Stonewater Tax Group, providing tax preparation and planning services. This activity takes about 10-20% of his time.