Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are negotiable, with a maximum of 2.00% annually, though some clients may agree to a higher fee in limited circumstances. Financial planning fees range from $1,000 to $10,000 per engagement or an hourly fee. Cash management services are available for a flat rate of 0.10% per annum. A minimum initial account value of $100,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
Hockley, TX
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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 ActivitiesSells Insurance
Alisha works as a Client Care Specialist and Junior Advisor for Retirement Risk Advisors and RRA Agency, respectively, focusing on retirement planning and selling life insurance products. She also teaches piano (ending soon) and is developing a soap-making business, though it's not yet generating income.