Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the investment strategy/platform used and the amount due to the investment advisor representative. The total fee ranges from 1.25% to 2.50% annually. Financial planning is billed hourly at $150.00 per hour, with a one-hour minimum. Fees may be negotiable in certain circumstances. The firm may recommend third-party advisors for services outside their expertise.
Areas of Practice
Advisor Information
Office location
Houston, TX
Get directionsRegulatory History (10)
Regulatory
February 2017Regulatory
October 2014Judgment / Lien
December 2013Judgment / Lien
December 2013Judgment / Lien
August 2013Judgment / Lien
December 2012Judgment / Lien
June 2012Judgment / Lien
May 2012Judgment / Lien
March 2011Regulatory
December 2005Other Business ActivitiesSells Insurance
Robert is the president of Blue Sail Energy, Inc. and Headwall Ventures, Inc., and a member of Coastal Bend Capital LLC and Botimor Capital LLC. He also works as an agent for Alpha & Omega Insurance Agency and Serna Insurance Agency, selling auto, home, commercial, and life insurance, dedicating about 10-20% of his time to Alpha & Omega and a few hours per week to Serna.