Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Advisory fees are negotiable, ranging from 0.05% to 1.00% annually based on service level, asset class, account size, and complexity. Fees are calculated quarterly, in advance, based on assets under management. Institutional clients with over $1 million in assets pay between 0.075% to 0.20%, with a minimum quarterly fee of $2,500. Employees and affiliates may receive lower fees.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Crossmark Global Investments, INC.
April 2024 - Present · 1 yr 9 mos
Crossmark Distributors, INC.Broker
April 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
January 2023 - March 2024 · 1 yr 2 mos
State Registrations5 states
INKYMIOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.