The Personal Wealth Coach
Assets Under Management
$200.4M
Number of Clients
234
Number of Advisors
2
Average Client AUM
$856K
AUM per Advisor
$100.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The firm primarily designs and manages investment portfolios for various client types. They offer limited advice on investment tax and estate tax planning issues, recommending consultation with qualified tax and estate attorneys. They focus on asset allocation and attempt to eliminate non-systemic risk from portfolios.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The firm's annual portfolio management fees range from 0% to 1.5% of assets under management, depending on portfolio size and complexity. They may also charge a minimum annual retainer fee for meetings, special requests, and general financial advice. Fees are negotiable and will be disclosed in The Agreement. Special fee arrangements are possible and will be reviewed and approved by multiple advising members.
Areas of Practice
Location
918 North Main Street, Salado, TX, 76571