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 | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Custom fees are available for over $5,000,000 in managed assets. The first $250,000 managed is included with financial planning, but if you only use investment advisory services, the fee is 1.00% on the first $250,000.
Fee Estimator
Financial planning projects have a fixed fee of $2,500-$20,000, depending on complexity. Ongoing wealth management includes a fixed monthly financial planning fee, typically $250/month, and an investment advisory fee based on assets managed. The first $250,000 managed is included with financial planning, but if you only use investment advisory services, the fee is 1.00% on the first $250,000. Custom fees are available for over $5,000,000 in managed assets.
Areas of Practice
Advisor Information
Office location
7001 Burnet Rd 3rd Floor, Austin, TX, 78757
Get directionsRegulatory History
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