Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Blended tier schedule.
Fee Estimator
Financial planning fees vary: Comprehensive plans range from $3,500 to $10,000, one-year full-service plans range from $5,000 to $15,000, ongoing subscription services range from $150 to $1,000 per month, and project-based reviews range from $500 to $3,500 or $350/hour (minimum 5 hours). Portfolio management fees are based on a percentage of assets under management. For example, a $2,000,000 account would be $20,750 annually. Fees are paid monthly and in advance.
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.
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
Neven is the owner of Nev K, LLC, a real estate investment holding company, since 2012. This requires minimal time.