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 | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on various criteria.
Fee Estimator
Investment management fees are based on a percentage of assets under management or a flat fee, not to exceed 2.0% per annum. Fees are negotiable based on various criteria. Financial planning fees are also negotiable and can be fixed or hourly. Hourly consulting services are available, with rates varying based on the IAR's expertise. Consulting services for 1031 Exchange recommendations are billed on a fixed fee not to exceed 5% of the assets included in the recommendations. Fees are billed quarterly in advance.
Areas of Practice
Advisor Information
Office location
4800 Bee Caves Road, 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 Activities
Jocelyn is the owner/director of a creative services business focused on musical performance and fine art creation since 2012. This non-investment related activity takes about 10-20% of Jocelyn's time.