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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis. Clients will not be charged a total management fee over the 2% industry average.
Fee Estimator
For investment management, fees are based on a percentage of assets under management (AUM), as detailed in the fee table. Financial planning is offered on a fixed fee basis, ranging from $500 to $15,000, or hourly at $150 to $500 per hour, depending on complexity. Fees are negotiable. Half of the fixed fee is due at the beginning of the engagement, and the remainder is due halfway through completion of work.
Areas of Practice
Advisor Information
Office location
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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