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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table for rates). Certain existing clients may be billed under a different fee schedule. There is an additional 0.25% charge for the Dividend Enhancement Overlay Strategy. Financial planning fees are fixed ($250 to $10,000) or hourly ($250/hour), depending on complexity. Fees are negotiable. The minimum fee for financial consulting services for held away assets is $120 per year. The minimum fee for participant account management is $120 per year paid monthly. There is no account minimum for standard portfolio management, but the minimum investment for the options strategy is $100,000.
Areas of Practice
Advisor Information
Office location
6427 Fairmont Parkway, Pasadena, TX, 77505
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 ActivitiesSells Insurance
Andres is a junior partner and insurance agent at AR Financial Group Inc. since 2021. He dedicates nearly full-time hours to providing quotes and illustrations for life, health, and fixed index annuities.