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 | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee of $10,000. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The minimum annual fee is $10,000. A minimum of $1,000,000 of assets under management is required for our services, but this may be negotiable. Financial planning services are included as part of our normal retainer for investment services. If only financial planning services are desired, we will charge a fixed fee negotiated at the time of the contract signing.
Areas of Practice
Advisor Information
Office location
1611 Crescent Pointe Parkway, College Station, TX, 77845
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Sachin Narayan SawantRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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