Overview
- Headquarters
- Austin, TX
- Total Firm Assets
- $196 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
Fee Disclosure
Source: AFA ADV PART 2A & 2B (2025-10-21)
· View brochure text
Latest filing: AFA ADV PART 2A & 2B (2026-02-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $3,600
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $60,000 | 0.60% |
| $50 million | $260,000 | 0.52% |
| $100 million | $510,000 | 0.51% |
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
- 89.69%
- Number of High-Net-Worth Clients
- 111
- Total Client Accounts
- 522
- Discretionary Accounts
- 522
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 297894
- AFA ADV PART 2A & 2B (2026-02-20) · View brochure text
- AFA ADV PART 2A & 2B (2025-10-21) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗