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 - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for accounts over $30,000,000.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under advisement. For example, a $2,000,000 portfolio would be charged 1.00% on the first $2,000,000 and 0.80% on the next $2,000,000. The minimum fee is $2000 per quarter. These fees are negotiable. Hourly fees for investment advisory services do not exceed $310/hour. Fees for financial advisory and financial planning services are also based on hourly rates not to exceed $310/hour, with an initial retainer of $2500 or more.
Areas of Practice
Advisor Information
Office location
Brenham, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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