Advocates Wealth Planning Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $448 million
Average High-Net-Worth Client Portfolio Size: $3.1 million

Fee Disclosure

Source: ADV PART II (2026-03-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.20%
$500,001	$1,000,000	0.90%
$1,000,001	$2,000,000	0.70%
$2,000,001	$5,000,000	0.50%
$5,000,001	$10,000,000	0.40%
$10,000,001	and above	Negotiable

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,500	1.05%
$5 million	$32,500	0.65%
$10 million	$52,500	0.52%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 93.95%
Number of High-Net-Worth Clients: 134
Total Client Accounts: 1,101
Discretionary Accounts: 1,101

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 138612

ADV PART II (2026-03-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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