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 $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.65% |
Clients are subject to a minimum quarterly fee of $1,250 which may result in an annual rate in excess of 1.25%. All fees are subject to negotiation.
Fee Estimator
The annual fee for investment advisory services is based on a percentage of your assets under management, as shown in the rate table. There is a minimum quarterly fee of $1,250, which may result in an annual rate exceeding 1.25%. Fees are payable quarterly, in advance. Consulting services are billed hourly, ranging from $100 to $400 per hour. All fees are subject to negotiation, and the minimum account size may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
Get directionsRegulatory History
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